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

should i be concerned if my federal got acveoted and its been two days and my state is still pending?

1095 a

Hello i accidently submitted my 2025 taxes with 2024 form 1095a, come to find out i was covered for 10 days in 2025 and was expecting a 1095 a form. my taxes was accepted what will happen? neither form caused my refund to go up or down.

How do I know if I applied for the refund advance

I’ve filed my taxes online on here since 2018! Is there a way I can receive my previous W2’s!

How can I return to my state form to add 000 to my ID to make it 9 digits

Where can i find a tax form 4547

Whether I use desktop browser or iPad app, when trying to enter schedule F farm income, the response when tapping edit is “Something went wrong…”?

Won’t allow access to schedule F farm income.?

Form 8283

Assume I donated two coffee tables in 2025 on separate dates, one valued at $300 and one at $400. As I read the rules, had these similar items had a combined value less than $500, I don't list them on 8283 (I will call this category 1). But because t... read more