I don’t see a deduction that I should have
If you’re missing a deduction, start by double-checking your expenses to make sure it's not hiding somewhere before adding it manually —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 another card to ensure it's included.
When you head back to your return, your missing expenses will be automatically added in.
Can I still go back and add deductions?
If you've just submitted your tax file for review, you can return to the File Taxes tab once the review is complete and select 'Unlock to make edits.' After unlocking, go to the Deductions tab to add any deductions you missed. Be sure to resubmit your return for review afterward.
If you've already filed and submitted your return to the IRS, the only way to add deductions is by amending your tax return. For more information on how to file an amendment, please visit this link: https://www.irs.gov/newsroom/if-you-must-amend-your-return
If you need assistance with filing an amendment, our Premium plan includes support for this process.
I can't submit my return for review because a section is highlighted in red
If you see a red exclamation mark or sections highlighted in red, it indicates that there’s missing information needed before you can submit your return for review. Please go back to all the highlighted sections and check the entries associated with the red exclamation marks.
When you click on an entry, review all the boxes and questions to see if any are highlighted that require your attention. Make sure the information in those sections is accurate. Once all the red warning signs are gone, you'll be able to submit your return for review.
If you need any further assistance in resolving this issue, don't hesitate to let us know!
How do I make changes if I already submitted my return for review?
Once you submit your return for review, it’s temporarily locked, which means you won’t be able to make changes until the review is complete. After the review, you can go to the File Taxes tab and select Unlock to make edits. This will let you update your information. Just remember to resubmit your return for review once you’re done so your changes are applied.
Keep in mind that as long as you haven’t finalized your return by selecting Sign & File in the File Taxes tab, you’ll still be able to unlock it and make changes.
How do I make changes if I already submitted my return to the IRS?
If you need to make any changes to your return, you must file an amended return. Here’s more info on how to file an amended return: https://www.irs.gov/newsroom/if-you-must-amend-your-return
Keeper also offers a Premium subscription that includes preparing and filing amended returns.
My return 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.
The IRS says my social security number was already used
If you’re filing with Keeper and your return gets rejected because the IRS reports your Social Security number has already been used, start by double-checking your personal details. Go back to the File Taxes tab and confirm that your name, address, and SSN are all correct.
If everything looks accurate, make sure you haven’t already filed a return this year through another service.
In rare cases, this notice may mean that someone else has fraudulently used your Social Security number. If that happens, we can try e-filing your return using an Identity Protection PIN (IP PIN), which you can request directly from the IRS here (https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin). Once you have your IP PIN, share it with us so we can re-submit your return.
It’s also a good idea to contact the IRS to review your situation and explore your options. You can learn more about identity theft and how to protect yourself on the IRS website here: https://www.irs.gov/newsroom/taxpayer-guide-to-identity-theft
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 assistance or want to double-check that you're sending the correct forms, feel free to let us know. We’re here 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.