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

Do I need to do a 1099X this year or ?

I did my 2025 tax returns (1099SR) and sent then in on 1/27/26. A couple days later I received a 1099K for eBay (not expected). In my returns I sent in, I did include my additional 2025 earnings from eBay of $1300, but after receiving my 1099K from e... read more

why is it so difficult to get support from human being? The navigation instructions for locating a previous form for amending is incorrect and useless.

The ability to get customer support from a human should be an immediate option instead of bouncing between Intuit and Turbo Tax webpages. I created an amended return for 2023 but did not submit it. I want to submit it after I review with the IRS. Whe... read more

Save (*.tax2025) option (Tax Tools - Tools) is missing. Cant save online progress on computer

Tax Tools used to have save/export tax file (*.taxYEAR) option. Now i see it missing. I tried to fill all the details using Free edition.

i got a letter wanting my self employmenty reacords

How do I remove box 12e from my tax return? It is automatically populating and I've checked everything, but it is still populating even though I did not input it.

I do not have any retirement contributions, and I did not list this number anywhere. I've checked all of my boxes, and there is nothing automatically selected. I need box 12e removed from my tax return, but it is automatically populating.

I’m unable to check the status, and it’s supposed to come as a paper check.

It’s been over a month now; how can I check when it will arrive

multiple goodwill trips with donations totals over $500

I bit the bullet and decided to stick with turbotax this year, even after leadership has made it much more difficult by discontinuing itsdeductible. I have been using Deductit, which generates a TXT file to import. I made 7 donations trips to Goodwil... read more