After Filing: Track, Payment, Penalties

After you file

What Tax Records Do I Need to Keep & for How Long?

It’s very important to keep your own copies of tax returns, receipts, and other financial records. The general rule is (3) years from your tax filing date, but the time varies for different types of documents. For example, if you have a business or i... read more

Maximize Your Take-Home Pay: Your Video Guide to Updating Your Form W-4 Tax Withholding

Taxpayers who receive a W-2 paycheck use IRS Form W-4 (Employee’s Withholding Certificate) to control how much federal income tax is withheld from their pay throughout the year. Why Accurate Withholding Matters for Your Finances The goal of updating ... read more

How Do I Amend My Taxes? Form 1040X & State Amendments

The two most common reasons to amend your tax return are that you realized you made a mistake or you received a new tax form after you filed. Other common reasons are using the wrong filing status or claiming/not claiming a dependent. Whatever your r... read more

Tax Penalties: How to Prevent or Abate Them!

You think you’re doing great - taxes withheld from every paycheck or quarterly estimates have been paid timely - and suddenly you see a tax penalty. It can happen to even the most conscientious of people. Life happens and some of those life “happenin... read more

All About Tax Audits!

Getting a “love letter” from the IRS can send shivers up your spine. But it’s rarely as bad as we think it is and nothing to fear (unless you’re a criminal, which you aren’t). Most of the time, those IRS letters and notices are only requesting a litt... read more

Stay on Track: W-4s, Quarterly Estimates, & more!

Want a bigger tax refund? With proper planning, tax withholding, or estimated tax payments you have greater control over the amount of tax refund you'll receive, or how much you will owe at tax time. Of course your income, deductions and tax credits ... read more

All About Your Refund: Tracking, Tips, & More!

Did you receive your refund yet? If not, you’re not alone. According to the IRS, your federal refund generally takes around 21 days to get to your bank account. But that’s only if all is good on your tax return -and there are no questions from our fr... read more

Is anyone have trouble getting into the amendment software to make changes

Is anyone having trouble getting into the amendment software to do a 1040-x

Tax advance

With the IRS opening on Monday. Has anyone filed their return and received a tax advance before teh opening date?

need to make changes to my refund

i added the wrong federal amount

Trying upload my 2024 tax documents for the flex loan but its not taking it. What do I do?

Flex loan document error issues

I need to amend old tax returns. is that possible to refile again?

for past years I need to include foriegn contract payment, though not taxable , but I should declare them. need to amende those years and refile again

No option for refund advance when i checkout

I have been a turbo tax customer for 10 plus years. I got the advance 2 times and still use my CK account.... I was even sent an email saying get ur refund advance when u start your taxes today.. so I did and no option for the advance. Anyone else ha... read more

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it will not give me the option to find my 2023 tax return

how do i get my 2023 tax return info so i can print

The default folder for storing Turbo tax return files are on the C: drive. How do I change the DEFAULT folder to some other folder?

I want to set the default folder to a folder of my choice -- so that when I browse for files to open, it will start in my specified folder -- NOT C: drive.