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

How to get a refund for unnecessary TurboTax online service

I used the turbotax online for filing my tax return last night, and Turbotax charged me $295.37 (Order #TTWC6EC269809756). My tax situation is relatively simple: standard W-2 income and a limited number of stock transactions. However, your platform’s... read more

The TurboTax website mentioned that it would arrive by today at the latest, How can I file a report or find out the real status of my check?

I am a person who lives outside the United States, and my check was sent to me by mail. The TurboTax website mentioned that it would arrive by today at the latest, and if it didn’t, that I should file a report. How can I file a report or find out the... read more

I filed my 2024 taxes with TurboTax. I now cannot find my 1040 from 2024 because TurboTax doesn't recognize I filed with them, when I have emails to prove otherwise.

Where did my 1040 go? Did TurboTax just permanently delete it then?

CAN YOU HELP ME FIND OUT WHY I HAVE NOT RECEIVED MY STATE REFUND?

I DID NOT RECEIVE MY SYATE INCOME TAX REFUND AND WOULD LIKE TO KNOW IF IT WAS SENT AND IF SO WHERE IT WAS SENT.

I need to access my 2020 State return and I found the location but I can't open it. It acts like there's nothing there. Is there any way to actually access that return?

Request for First Time Abatement IRS for Failure to Pay Estimated Taxes

I was unemployed in 2025 and was not aware that I should have paid estimated taxes, which I have learned only after filing my 2025 taxes. The TurboTax community suggested I put "let IRS assess the penalty fee" AND advised I could request First Time A... read more

Can I amend my federal return to claim education expenses paid by my grandparents if they did not claim them?

Grandparents aided in college funds for the state of TN, but by the time I had filed for my part of taxes, they were no longer able to. I want to amend for the state of TN, but all other states except TN are showing to select to amend.