When to amend
File an amended return if you need to change your filing status, income, deductions, credits or dependents, for example after receiving a corrected 1099 or forgetting a deduction.
You usually do not need to amend for simple math errors, which the IRS corrects itself, or for a missing form it asks you to send.
How to file Form 1040-X
- Use tax software: you can e-file Form 1040-X for the current year and the two prior tax years; older years must be filed on paper.
- Explain the change: the form asks for the original amount, the change and the corrected amount, plus a short explanation.
- Include new forms: attach any schedules or forms affected by the change.
- Amend your state return too if the change affects it.
Time limits
To claim a refund, you generally must file within three years of the date you filed the original return, or within two years of the date you paid the tax, whichever is later.
Processing time
The IRS asks you to allow 8 to 12 weeks to process an amended return, and in some cases up to 16 weeks. Track progress with the IRS Where's My Amended Return? tool, available about 3 weeks after you submit Form 1040-X.
If you owe more
Pay any additional tax as soon as possible to limit interest and penalties. You do not need to wait for the IRS to process the amended return.
Software that supports amendments
FreeTaxUSA includes unlimited amended returns in its Deluxe add-on, and most major services support 1040-X. Compare the best tax software.
FAQ
Can I e-file an amended return?
Yes, for the current tax year and the two prior tax years, through tax software.
How long does an amended return take?
The IRS says 8 to 12 weeks, and in some cases up to 16 weeks.
Should I wait for my original refund before amending?
If the original return claimed a refund, wait until you receive it before filing the amendment.
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Not advice: General information only, not tax, legal or financial advice. Consult a qualified tax professional. Dates and rules can change; check irs.gov for your situation.