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

I have 2 W2s, and both have same EIN. My employer won't give me a W-2c. I couldn't find the "Didn't get a W-2 or received an incorrect W-2" button to select. What to do?

I am looking at the answer to "What if my employer won't give me a W-2c?" but it didn't help.

Will my federal refund change once I file with the irs? H & r block told me I would receive $60 more than what the turbo tax app tells me.

I have a refund date on Credit Karma on the 24 th and the last week of February on here but my refund says still processing. What is the real date

PPP LOAN QUESTION

TURBO TAX IS FORCING ME TO ANSWER A QUESTION REGARDING A PPP LOAN THAT I NEVER HAD. IT WILL NOT ALLOW ME TO ADVANCE TO THE NEXT PAGE, UNLESS I SELECT THAT I HAD A PPP LOAN IN 2020 OR 2021. PROBLEM IS I NEVER HAD A PPP LOAN TO BEGIN WITH...PLEASE ASSI... read more

2025 online, how to reopen my return

I was confused about a number so I tried to print the forms. After I print it, it shows the return is ready to mail but I need to make more changes. How to reopen it?Adding state or amend will all go to the amend page which is not ready yet.

Can I amend my 2025 taxes even though I already got the return?

I did not claim my the new no tax on overtime hours.

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

My filing fees were taken from my state refund. I called Cross River Bank today, and they have the refund info from the IRS. Why do I not have my federal refund yet?

My filing fees were paid for from my state refund. And I did not do 5 days early. So unsure why my refund is even going through Cross River Bank. If they have the IRS info, why are they also waiting on info from Turbo Tax?