1. TurboTax /
  2. Tax Calculators & Tips /
  3. Tax Tips Guides & Videos /
  4. Tax Planning and Checklists

Tax Planning and Checklists Tax Tips

Subscribe and receive all Tax Planning and Checklists
tax guides via RSS

Recent Articles

How to File an Amended Tax Return with the IRS
Did you make a mistake on your tax return or realize you missed out on a valuable tax deduction or credit? You can file an amended tax return to make the correction. Filing an amended tax return with the IRS is a straightforward process. This article includes step-by-step instructions for when and how to amend your tax return using Form 1040-X. Read more…

Video: IRS Tax Return Retention Requirements
The IRS has some very specific requirements when it comes to tax return retention. Learn about IRS tax return retention requirements with help from TurboTax in this video on tax tips. Read more…

Video: How to Get All the Tax Deductions Possible When Filing
Familiarizing yourself with IRS tax deductions will greatly help increase your tax return. The more deductions you can report, the lower your taxable income will be. Read more…

When are Taxes Due? Important Tax Deadlines and Dates
Make sure your calendar is up-to-date with these important deadlines, dates, possible extensions and other factors in play for both individuals and businesses in 2021. Read more…

Video: Documents Needed to File Income Taxes
Wondering which documents are needed to file your taxes? This video will carefully outline the different forms that will help you complete your taxes. Read more…


More Tax Planning and Checklists Articles

The W-4 Form Changed in Major Ways — Here's What's Different 5 Tips for How to File Taxes for the First Time Tax Counseling for Seniors and the Elderly Making Taxes Easy: Tips for Organizing Receipts and Expenses The Ultimate Medical Expense Deductions Checklist Fatten Your Paycheck and Still Get a Tax Refund 5 Ways to Reduce Your Taxes for Next Year The Art of Keeping Receipts for Your Taxes 3 Great Tips for Your 2021 Taxes Tax Preparation Checklist Get Next Year's Refund Starting Next Pay Day Top 8 Year-End Tax Tips Tax Tips After January 1, 2022 Video: How to Track Tax Deductions Summer Tax Tips How to Estimate Federal Withholding Tax Time: How to Get Out of Your Own Way How to Start Tax Planning How Long Do Federal and State Tax Returns Need to Be Kept? Which Receipts Should I Keep for Taxes? Video: How to Recover Past Tax Returns How to Secure Your Tax Information Before a Disaster Last-Call Tax Tips for 2010 4 Last-Minute Ways to Reduce Your Taxes Tax Changes You Need to Know for 2017 Documents You Should Save for Tax Time Top Five Ways to Avoid a Tax Audit A Tax Guide for U.S. Immigrants 8 Tax Terms You Should Know Are My State Tax Deadlines Extended Due to the Coronavirus? Filing 2020 Taxes: Your Go-To Guide Top 5 Reasons to Adjust Your W-4 Withholding Eight Things to Do Now to Cash In at Tax Time Tax Planning for Beginners Keeping Good Tax Records

TurboTax Blog »

Get tax tips and tricks, from quick fixes to long term strategies.

Ready to try TurboTax?

Start for Free