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

Received refund from "TPG PRODUCTS SBTPG LLC” today but amount is short by $700

Today I received a direct deposit for my federal refund, but the amount was short by roughly $700. This is after I calculate the amount TurboTax shows they would take on my service order. When I check my filing on the IRS site it shows that I should ... read more

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I have submitted my tax return for this year through turbotax and they do not have any record of this, what do I do?

The main documents tab only shows my 2024 return and not the one I filed at the end of February.

where can I find tax calculation form

in summary sheet, there is tentative tax, where is the tentative tax computation sheet?

How do we file our local taxes? I have the printouts of our return, but there are no further directions (or amount totals) that were initially given while filing return.

When going through the online portion, our returns stated we were getting a small amount back for our local taxes, however there are no instructions in the return for where to mail, or the amount that we were told we'd receive. Anyone know where to f... read more

Its been 50 days since filing my federal return ive received no notices online or in the mail from the IRS no updates on WMR or transcripts. What do I do now?

Ive checked WMR and transcripts no updates ive called IRS no updates notice Nothing has updated anywhere in 50 days. Something has to be wrong ive filled previous years same dependents credits job etc and never had this kind of issues

State processed my refund but I never received any of it or any type of letter or email explaining anything….

Feedback: 2025 Version seems to have deteriorated

I agree with the comments from the 2023 version below, except for the 2025 version which I just finished using. Seems like quality control and user experience teams are missing the mark this year. 1. I was able to import my info from last year's fili... read more

transfer problem 2024 asset information to 2025

It is now March 25 and again the TT software isn't transferring complete asset data from one year to the next. This problem has occurred in prior years, was fixed and then had to start return over. Why is this a problem every year? I don't have time ... read more