A guide to what receipts, documents and forms must be saved, and for how long, to satisfy the IRS. Plus, tips for storing, scanning and shredding all that paper.

Filed weeks ago and still waiting? There are a few things that can delay refunds. Here’s how to see where yours stands.

Known as quarterly estimated tax payments, these are “taxes paid to the IRS throughout the year on earnings that are not subject to federal tax withholding,” said NerdWallet. Failing to make quarterly estimated tax payments when you owe them can result in a penalty,

The difference between a high-tax and no-tax state can add up to six figures, one pro tells us.

The average tax refund is about 11.3% higher so far this season, compared with about the same period in 2025, according to IRS filing data through Tax Day.

If you haven’t received your tax forms from your employer by Jan. 31, reach out to your HR department. Keep in mind that every year there are changes to tax paperwork, so be on the lookout for new information.

Earlier this week, the Justice Department settled President Donald Trump’s case over his leaked tax returns by establishing a $1.776 billion “anti-weaponization fund” and forbidding the IRS from pressing audits against Trump,