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 yellow
If you see a yellow exclamation mark or sections highlighted in yellow, 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 yellow exclamation marks.
When you click on an entry, review all the boxes and questions to see if any are highlighted in yellow that require your attention. Make sure the information in those sections is accurate. Once all the yellow 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 becomes locked, and no changes can be made until the review is finished. After the review is complete, go to the File Taxes tab and select 'Unlock to make edits' to make any necessary changes. Once you’ve made your updates, be sure to resubmit your return for another review.
When the review is finished, you'll return to the File Taxes tab, where you'll see a confirmation that your return has passed the audit risk review.
Simply click on Next, and it will take you to a page showing your tax file summary. You can edit your return by clicking on Edit at the right side of your tax info.
After that, a message will pop up asking you if you'd like to edit your tax return.
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 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
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: 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.