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

We apologize your return is delayed on wheres my refund as ststus

When checking my Where's my refund i get this message , started last night "we apologize your return is delayed " 2/7/2022

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Can you track my Massachusetts state refund?

Can you tell me when my bank will receive my 2025 Massachusetts state refund?

I had to pause my filing for some info, when I came back a few days later my fed and State refund up to that point significantly changed. Do you know the reasons?

Should TurboTax have allowed me to file my DC tax return [Form D-40B] online, or force me to print and mail it in?

I was required to print out and mail Form D-40B for a refund from DC for taxes paid to other states, despite an online option being available. Now, 2.5 months later, I am unable to confirm with DC whether it was ever received, let alone processed. Th... read more

I submitted my state return (Colorado) on 1/27, and the status has been pending for 4 days since then. CO website shows 'return not received'. What do I do?

The federal return was accepted and approved within a day. The CO still shows as pending with TurboTax and my state says they haven't received it. How do I resubmit it or get TurboTax to let me resubmit?

Can I submit a 10440 X and a NYS 201 X for processing even if I still can't print a copy of the 201 X. Does that prevent the IRS and New York State from reviewing and processing the amended returns? Thank you.

I received my state refund a week ago but my federal still has not been refunded, what timeframe am I looking at?

When will my federal be refunded? No one will give me I formation but I paid for there help.

Notice CP 53 and State of Michigan change

Hoping someone can give me a hand here with this situation. I filed my grandma's taxes for her. She owed ~$12K in federal and received ~$1.1K refund in state. Both returns were filed April 13th and accepted shortly after filing as normal. My grandma ... read more