TurboTax Tax Refund Tracking Guide
This video tutorial, presented by The Street and TurboTax, outlines a straightforward process for tracking your tax refund using the TurboTax platform. Knowing the status of your refund can provide peace of mind after filing your taxes.
Main Points:
The process involves a few key steps, all conducted through the official TurboTax website.
Step-by-Step Instructions:
Navigate to the TurboTax Official Site:
- Open your browser and type in the web address for TurboTax.
- It's recommended to bookmark the site for easy access.
Sign In to Your Account:
- On the TurboTax site, locate and click the "Sign In" option, usually found at the top of the page.
- Enter your email and password to log in.
- If you've forgotten your password, use the "Forgot Password" link.
- Being signed in ensures you have personalized updates and saved progress.
Access Your TurboTax Home:
- Once logged in, you'll be directed to your TurboTax Home page, which acts as a central hub for all tax-related activities.
- Look for and click on the "Tax Home" section.
Locate "Your Account":
- Within the Tax Home section, find and click on the link labeled "Your Account." This section provides access to your personalized tax details and filings.
View Order Summary:
- In the "Your Account" section, click on "View order summary." This provides an overview of your filing stages, refund status, and any associated costs or benefits.
Review Detailed Order Summary:
- Finally, hit "Order summary" for detailed information about your current and past orders. This allows for quick referencing of past filings for comparison or clarification.
Key Takeaways:
- Centralized Tracking: TurboTax provides a single platform to monitor your federal and state tax refund status.
- Ease of Access: The process is designed to be intuitive and user-friendly.
- Informed Decision-Making: Staying informed about your refund status allows for better financial planning.
By following these steps, users can effectively track their tax refund and remain in control of their financial situation.