After Filing: Track, Payment, Penalties

After you file

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

Forgot to add passive loss carryover from K1. While amending, came across "Report Carryovers-Regular Tax" and saw 2 options (Box1 and Box2a). Which of the 2 should I use?

April 2025 was my first time using TurboTax and forgot to add carryover losses from prior years. Now, went through Schedule K1 -> Partnerships/LLC (Form 1065) -> Report Carryovers - Regular Tax, and see 2 options: - Box 1 - Ordinary Income - Box 2a -... read more

Can I file my tax right now ? Please and thank you cause I just got my W2 form from last year

I filed my taxes in February but as of September I've yet to get them and they sent me a noticing that I have not filed for 2024 how is that possible?

TurboTax shows files and that it was accepted in February but the IRS website shows the discrepancy

I accidentally entered that I made a tax payment when I filed for an extension. How do I change that within Turbo Tax?

How do I file 1099-R amendment for post-tax 401k rollover to Roth?

I contributed various amounts to employer sponsored post-tax 401k plan and converted those to Roth instantly at contribution. However, I realized that I have not filed 1099-R for years 2020, 2021, 2022, 2023. I have now those downloaded from Fidelity... read more

When am I supposed to get my federal tax return

It's been past 21 days

Can the Deluxe version and the Business version be used to file an amendment?

My now ex-tax preparer made a mistake that I didn't catch on the 1065 which raised my personal taxes significantly for 2024. She now wants $$$ to file an amendment for the 1065 and 1040. Can I use Deluxe and Business to file an amendment for 2024? I ... read more