What Does This Article Cover 

• In the filing flow
• I don't see a write-off that I should have
• What if I don't have a Social Security number?
• How do I make changes if I already submitted my tax return for review?
• How do I make changes if my tax return is already submitted to the IRS
• Something doesn't look right with my refund amount
• My refund is not the same as my estimated tax savings
• After filing your return
• My refund changed
• My refund was rejected
• I received an IRS inquiry
• I filed with Keeper and I'm being audited
• I filed with Keeper and I haven't received my refund
• The IRS says my Social Security number was already used 

In the filing flow

Say you're working through your return, and you suddenly realize you're missing a write-off. Or you've submitted it to us for review, but you need to make changes.

We have answers for all the questions that may come up while you're filing.

I don't see a write-off that I should have

If you’re missing a write-off, start by double-checking your expenses to make sure it's not hiding somewhere —you don't want duplicates.

If you don't see it, make sure it's been added to your list of expenses. You can manually add the expense in the app, or link up a card to make sure it's included.

When you head back to your return, your missing expenses will be automatically added in.

What if I don't have a Social Security number?

Not everyone has a Social Security number. But they still need to file taxes.

In this scenario, you’ll need an Individual Taxpayer Identification Number (ITIN) to file your return. Learn more in our article, “What Is an Individual Tax ID Number (ITIN) and How to Get One.” 

Once you have your ITIN number, head over to the “File Taxes” tab in the app to get started with your return.

How do I make changes if I already submitted my tax return for review?

Just message your tax assistant, and we’ll be happy to help.

As long as you haven't confirmed the amounts of your return, we’ll get it opened so you can make edits. Be sure to resubmit it when you finish up. 

How do I make changes if my tax return is already submitted to the IRS?

If you find that it’s already been accepted by the IRS, but you have to make changes, you’ll have to file an amended return to report those changes. 

We can’t file amended returns for you. But check out this IRS link to learn more about filing amended returns https://www.irs.gov/faqs/irs-procedures/amended-returns-form-1040x

Something doesn't look right with my refund amount

If your refund isn't adding up, take some time to review all of the information you've reported on your tax return. Have you included all your write-offs and reported all your income? Does your return need to be unlocked so you can make changes?

If everything has been entered correctly, the amount of your refund is accurate. If you're ever in doubt, ask your tax assistant. We’ll be happy to guide you through any questions.

My refund is not the same as my estimated tax savings

If your refund is much lower than your estimated tax savings, there are important reasons why. Your estimated tax savings is the money you’ll get back from the government at tax time as a tax refund or bill reduction. When you file your return, those tax savings are used to reduce the amount of money you’re required to pay taxes on.

For example, if you have $10,000 in income and $2,000 in write-offs, then you only have to pay taxes on $8,000. If you don't owe the IRS any money before you include your write-offs, you’ll likely receive a refund.

After the filing flow

You've finished that return. Now it's time to kick back and take a deep breath when a pesky thought pops into your head: “What happens now?”

Don't worry, we've got you covered. Take a look at common questions after you’ve filed your return below.

My refund amount changed

Sometimes, the IRS may accept your return but make changes to the amount of your refund. 

This doesn't happen very often. But if it does, you’ll receive a letter or notice from the IRS explaining why it made the change and offering instructions on how to challenge it if you don't agree.

As long as the information you include on your return is accurate, there's no reason to be concerned.

My refund was rejected

Maybe there was a typo with your Social Security number, or the IRS thinks something doesn't look right. If your return is rejected, we’ll be sure to let you know as soon as possible. This will come as a notification on the app, under the “File Taxes” tab.

For minor issues, you’ll be able to update your return and resubmit it to the IRS. If the issue is a little more complex, we’ll guide you through all of your options.

I received an IRS inquiry

The IRS may send a letter requesting a little more information to finish processing your return. This doesn't mean you're being audited, so don't stress.

The notice should clearly state the forms or information they’re seeking, as well as instructions on how to send them in. Take care of these inquiries as quickly as possible, so your return isn't delayed.

If you need any help or want to make sure you are sending the correct forms, send us an email support@keepertax.com. We’re happy to help.

I filed with Keeper and I'm being audited

No one ever wants to hear the word audit. Most likely you never will — the likelihood of getting audited is less than 1%.

Still, we want you prepared. If you filed with Keeper, we're here to help answer any questions as you work through collecting all necessary documents to send to the IRS. Our team of tax experts are available to answer all your questions.

Don't assume your audit will be a drawn-out process, or that you'll necessarily receive a higher tax bill at the end. Most audits are done by mail, and you may have been selected for something as simple as making a typo when you entered your income. We all make mistakes.

You should carefully read your IRS audit notice.  You might be given the option to:

• Send in supporting documents
• Pay an updated tax bill
• Offer proof as to why the original numbers were actually accurate

Once you’ve gathered all your documentation and sent in your response, the IRS will notify you of the final decision.

I filed with Keeper and I haven't received my refund

The wait is the worst part. If you've filed with us and your return has been accepted by the IRS, you can track the status of your refund directly at the IRS website, using Where's My Refund?

Keep in mind, refunds on simple returns can be processed in as few as 21 days. But things can take longer if the IRS is running behind or needs to verify any information. 

The IRS says my Social Security number was already used 

No one wants to hear that their return has been rejected, but it's not the end of the world. Just keep calm and work through it.

If the IRS sends a notice that your Social Security number was already used, you'll want to review your personal details, like name, address, and SSN, to make sure everything is accurate.

If it is, you'll also want to make sure you haven't already filed a return this year. In the rare event that someone else has actually used your Social Security to file, you should contact the IRS to discuss your options moving forward.

You can find more info on the IRS website linked here Taxpayer Guide to Identity Theft.