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

Can't file return; keeps saying to double check my routine number

The desktop version is stuck at "Review Your Federal Filing Choices" with an alert to double check my routing number in red. I'm using the desktop version so it's not about cookies. I've restarted and tried and tried again. My routing and account num... read more

Turbotax payment

Hi, I used a different credit card than I meant to when paying for my Turbotax subscription yesterday. Is there any way to refund that payment and charge a different card instead? Thank you, [PII removed]

NYS Inflation Refund Check- Federal Completed, But the Final Check Stuck on "State Tax Refund Worksheet, Payments and Withholding"

OK, I'm having a problem with the New York State Inflation Refund. As I've read in postings here, I've basically followed this suggestion: The 2025 NYS Inflation Refund ($200/$400) is treated as a 2023 state tax refund, generally reported on your fed... read more

2025 1040X not Visible when Printing Amended File, Why?

I am using Windows Desktop Version of Home and Business. I have been using Turbo Tax since 2004. I did click on Amend a Filed Return (Refile a Return That Has Been Accepted by the IRS).The process was simple. The printed product makes it confusing be... read more

2024 Tax file from online not showing up in Desktop 2024 version even afte I downloaded it

I neglected to electronically submit my 2024 Tax fors last year. I have now downloaded Desktop version 2024 software. I have also downloded the tax file that had my comleted 2024 forms from Online, but the 2024 Desktop does not see the forms or will ... read more