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

turbo tax incorrectly recording amount from federal return to a state return. How to correct this?

gambling winnings are recorded as gambling winnings and taxable income thereby doubling my tax on the state return.

I need a 2025 1040X form

I need to amend my 2025 1040

Turbo Tax Online - Fed and State filing rejected due to form 5695

Yesterday (2/25/2026) after filing my taxes using Turbo Tax online, I receive a rejection notice for both filings indicating it was the result of a calculation issue on fed form 5695. One of the screens indicated that a fix will not be in place until... read more

Has anyone gotten five day early return on the weekends?

Does turbo text do weekend five day early deposits

Can someone guide me on why only the amended returns are showing for my prior year and not the originals?

I filed my original tax return with TurboTax, and it was accepted. My company then issued a W2-C, and I filed an amendment. Right now, I only see the amendment and not the original.

can i amend the overtime amount

I entered the wrong amount on the overtime deduction can we change it

Tried to file amended 2025 return via TurboTax - rejected both times

I tried to file an amended 2025 tax return via TurboTax and it was rejected two days in a row with this message: /Return/ReturnData/IRS1040X/NetChangeOrigRptOrPrevAdjGrp/TotalAdditionalDeductionsAmt - Data in the return is missing or invalid. A Turbo... read more

Error Printing from a Mac

Hello! I have E-Filed Federal and State returns. I am trying to print a city return to send manually. I have saved everything as a PDF. I cannot print the PDF. I have tried printing only the pages needed for the city return from the saved PDF, same e... read more