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

Amend return with desktop TurboTax

I want to amend my return to add some interest income and this video describes it to some extent but the amend sequence can only be initiated after doing File->New Tax Return at which point the context of the original return is lost. I can add the in... read more

I got a tax notice saying I need to pay more money, even though i paid extra as part of my tax extension I filed. What should I do?

Need to fix AGI on amended taxes but it won’t let me

2021 South Carolina Tax Refund pending

I am writing to request confirmation regarding my 2021 federal and South Carolina state tax returns. Could you please verify if these were successfully submitted and accepted? While I filed for an extension and have been expecting a refund, I have no... read more

How do I open my input documents to my 2025 tax return.

I need my social security 1099.

My memory return said that it was sent to my bank on May 8 but I still haven’t received the money. Are you able to see what’s going on?

Myamended return

amend

I e-ffiled 2025. When I opened Turbotax. I found the amend button at the bottom and again under my name.Now it says I did not e-file. When I cllick filing status, it says my return was accepted. I want to file my amendment electronically. How to get ... read more