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

Since I'm getting a large Federal Tax Refund, can I take part of it now as a refund and defer part to next year?

Can I take part of my Federal Tax Refund now and apply the remainder to next years (2026) taxes?

How can I get a printout of my state tax return? The download only included the federal tax return.

I cannot print my CT Fiduciary return (1041). It says forms not finalized, but there are no pending forms?

When I try to print my return it says "Your Connecticut Fiduciary return(s) is currently unavailable to view, print, or download because some of the forms haven't been finalized yet". There is a link provided to inform me when these are done, but it ... read more

Does anyone else find it frustrating that TurboTax hides "Tax Tools" and "Print Center" post filing taxes and its difficult to access to print out forms?

I'm attempting to print out the full tax return, including worksheets; however, it is notoriously difficult to access the Tax Center feature after you've filed your taxes. "Download return" will give you the simple tax return without the additional w... read more

Why havent I received my 2023 tax return. Says its been accepted,taking longer than normal to process. Its been 3 years and cant find a real customer service rep to help.

I just keep getting different numbers to call and then left on hold for hrs to just get transferred to another hold and so on.

how do we get our 12,000 joint deduction for over 65? it is not coming over when we file on turbo tax

Turbo tax is not giving us our over 65 deduction how do we get this?

1095-A confusiton

I filed my 2025 tax return but did not properly identify when entering my 1095-A that i have a non-dependent listed on the form. My return was accepted with no error. My daughter turned 18 in July; she was covered Jan-June on our Healthcare Market Pl... read more