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 access worksheets from 2024 taxes

how to request worksheets from 2024

Can I navigate this? I was supposed to get my state tax refund 2 years in a row, neither of which got sent to me. Please help, tax time coming up, 3rd year if idk

I have had $750ish withheld over the course of 2 years (2023, 2024, now coming up on 2025) in state taxes not sent to me, even though the acc# and routing# are the same for both federal and state taxes on my end. What do I do? I've contacted the IRS ... read more

Where can I apply for that advance loan

Maryland Interest after filing

So I have several investments and last year those investments meant that the tax I paid throughout the year was less than 90% of my taxes owed, which though I paid the taxes out in full I am still subject me to further costs due to interest in taxes ... read more

How can I file an amended 2024 return? I filed for 2024 on my own with TurboTax, but since then my computer crashed, so I have a new computer. How do I get started?

I finally received a 1099-R for an investment and they sent it to the IRS, so I need to file an amended return.

I received a W2C from my previous employer do I need to file an Amended return if the change is only in the locality name ?

I received a W2C from my previous employer do I need to file an Amended return if the change is only in the locality name ?change is only in box 20

How do i apply for an advance

23&24 state return withheld . they said i had mktplace ins. mktplace verifies i didnt & sent voided 1095a. how do i amend 23-24 and get my state returns back ?

2023 &2024 state returns fully withheld saying i had mrktplace insurance , i did not .mrktplace sent voided 1095A but i dont know how to get my $$ back nw please help me.