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  8. Past, present, future
  9. What-ifs

Past, present and future

Find refunds you already earned.

Pfifi re-runs your last few returns, federal and state, to see whether amending one gets you money back. Then it carries the fix forward.

1

Upload your past returns

The returns you filed, federal and state, plus the documents behind them. Every form is supported.

  • 2023 return Federal and California · filed Apr 202412 forms
  • 2024 return Federal and California · filed Mar 20259 forms
  • 2025 return Federal and California · filed Apr 202611 forms
2

Each year, checked again

Pfifi recomputes every year still open for a refund and shows what changed and why.

BacktestExample
YearFiledRecomputedResult
2023$1,200 refund$3,040 refund+$1,840
2024$860 refund$860 refundMatches
2025$410 refund$410 refundMatches
2023: RSU shares sold with $0 basis were taxed twice. Amend by Apr 15, 2027 (federal) and Apr 15, 2028 (California).
3

The fix carries forward

Correcting a past year also corrects what it hands to the next: capital loss and other carryovers flow into the returns that follow.

Capital loss carryover into 2026
From your filed returns$0
After the 2023 fix$3,400
Your 2026 estimate already uses the corrected carryover.

Also included

  • Amended forms prepared. 1040-X and your state’s amended return, ready to sign.
  • Deadlines tracked. Federal and state refund windows for each year.
  • What you filed is kept. Your original returns stay exactly as filed.
  • Every form. Federal and state, for every year still open.

Like what you see? Join the waitlist, then upload your documents to go first.