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

I'm trying to find the page on the website where I can submit my 2024 tax returns. TurboTax already has the W2's, it just all needs to be sent in. Can't find the link.

The dropdown menu on the home page only has options to check the statis of the return, which there isn;t a status as I have never sent it in.

I pushed the wrong button I don’t want my taxes back in 5 days

Please take the 35.00 off I can wait 10- 21

My state refund and Federal refund show the same amount. But net refund shows my original amount owed. Is this a TurboTax error? (I have not been notified by IRS yet)

My state refund was accepted and already sent to my account for the original amount owed. After this my Federal refund on TurboTax now shows the same amount as my state but the net refund is the original amount owed. Both my State and Federal say the... read more

My returns have been ‘pending’ for days now and turbo tax told me there is nothing they can do. IRS has no record of them. What do I do?

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Treasury direct and 1099-B

when copying info from treasury direct it reports to me "form 1099-B" applicable check box on form 8949 check box "D". What is this? Turbo tax asks for a broker or bank name and ein which seems not applicable to treasury direct reported info. What am... read more

If I have not received my tax returns for the past three years, can TurboTax help me recover those returns?

For the past three years I’ve returned to TurboTax. However I have not received any of my returns for those years. No explanation has been given and I cannot contact IRS directly.