After You File Your Taxes

What to Do After You File Your Taxes

You’ve filed your taxes—great job! But what happens next? At Rise Tax Pro, we want you to feel confident about the steps that follow. We’re here to guide you through tracking your refund, correcting any issues, and handling additional taxes if necessary.

IRS Form 9325 - Confirmation of Filing
Once you’ve e-filed, you’ll receive IRS Form 9325, confirming that the IRS has accepted your return. This form is essential to keep, as it includes the date you filed, your Electronic Filing Identification Number (EFIN), and any relevant payment details. It serves as an acknowledgment from the IRS that they have received your return, though it doesn’t guarantee the timing of your refund.

Tracking Your Refund
If you’re expecting a refund, the IRS offers several ways to track its status. Use their “Where’s My Refund?” tool on their website, where you’ll need your Social Security or Taxpayer ID, filing status, and exact refund amount. You can start tracking within 24 hours after e-filing or about four weeks after mailing a paper return. Alternatively, the IRS2Go app allows you to monitor your refund from your phone. Most e-filed refunds arrive within 21 days, while paper returns may take around 6-8 weeks.

Tips to Avoid Refund Delays
While most tax returns are processed without errors, certain factors can cause delays. To help your refund arrive smoothly, double-check your return for accuracy, choose direct deposit, and consider e-filing instead of mailing a paper return. Small mistakes, like misspelled names or incorrect Social Security numbers, can delay processing. Also, if you receive any IRS notices, respond promptly to prevent further delays.

Reasons for Processing Delays
Although most returns process without issues, common reasons for delays include minor errors or incomplete information, IRS identity verification for security, additional review when claiming credits like the Earned Income Tax Credit (EITC), or submitting an amended return, which may require manual processing. If the delay on your return extends beyond 60 days, we can help you connect with an IRS advocate who can provide assistance. Additionally, if you have an audit protection plan, now is a good time to reach out for support.

Amending Your Tax Return
If you notice an error after filing—such as missing income or a forgotten deduction—you can correct it by filing an amended return with Form 1040-X. For tax years 2019 and later, the IRS allows you to e-file amendments, making the process simpler. Older returns must be mailed. Keep in mind that amended returns can take up to 16 weeks to process.

Handling Additional Taxes Owed
If your return shows that you owe additional taxes, it’s best to address this promptly to avoid penalties. You have a few options: pay in full by the deadline (typically April 15) to avoid interest, set up an IRS payment plan to spread payments over time, or apply for an Offer in Compromise to settle for a reduced amount if eligible. Remember that even with an extension, any taxes owed are due by the original deadline to avoid penalties.

Staying Organized and Informed
After filing, it’s a good idea to keep copies of everything, including your return, Form 9325, and any supporting documents. Use the “Where’s My Refund?” tool or IRS2Go app to track your refund status, and respond promptly to any IRS notices.

Need Help?
If you have questions about your refund, amending your return, or handling taxes owed, Rise Tax Pro is here to help. Reach out anytime, and our team will guide you through the next steps and provide any assistance you need.