How to Amend a Tax Return, Tax Amendment




In order to make changes, corrections, or add information to an income tax return that has already been filed and accepted by the IRS, you must file a tax amendment to amend your accepted federal or state tax return.

Efile.com makes it easy for you to prepare your federal amendment if you have efiled your current federal return with us.. You can prepare your amendment right from your efile.com account:

How to Prepare, File Federal Tax Amendment If You Filed on efile.com

Review the sections below for more tax amendment information:

Should I File a Federal Tax Amendment?

Should I File a State Amendment?

FAQ's on Tax Amendments

Mailing Address for Amended Tax Returns

Should I File a Federal Tax Amendment (Amended Tax Return)?

If your federal tax return has been filed or efiled and the IRS has accepted it, and you need to add more tax information or make any corrections to your tax return, you will need to file a federal tax amendment or amend your federal tax return using Form 1040X, Amended Individual Income Tax Return.

Should I File a State Amendment?

Your state tax return may be significantly impacted by changes made to your federal income tax return. Generally if you amend your federal return, then you should amend your state return as well. The forms and instructions for completing an amended state return are available from here:

Start State Tax Amendment

Preparing and Filing Amended Tax Returns: Common FAQ's

When Should I Amend a Tax Return?

You should file an amended tax return if you need to make any changes to an already accepted tax return (e.g. your filing status, your dependent information, credits, deductions, income, etc.). You should file your amendment as soon as you know the changes or corrections that you need to make.

Important efile Tax Tip: Your submitted state tax return or state tax obligation might be be affected by changes made to your federal tax return. Please contact your state tax agency for assistance.

When Should I Not Amend a Tax Return?

If you did not efile your tax return, you may have made simple math errors or forgotten to attach certain forms. The IRS will generally catch the mathematical mistakes and correct the errors while they process your original return. If the IRS wants additional information from you (i.e. a missing form or clarification on information included in the original return), they will generally send you a request via letter in the mail.

If you efiled your return on efile.com, we will have already done the math correctly for you and made sure you had the proper forms filled out.

Can I efile a Tax Amendment?

If you prepared and efiled your MOST RECENT TAX YEAR return on efile.com, you can prepare a tax amendment online (previous tax years cannot be prepared online).  You will not be able to  efile it because the IRS does not allow tax amendments to be efiled. You will need to mail your completed, amended return to the IRS in order for it to be filed.

How To Prepare, File Federal Tax Amendment If You Filed on efile.com:

1. Sign into your efile.com account and click the "My Account" link on upper right-hand corner of your account screen.

2. Click the link for the current year tax return you are amending under the "My Returns" heading to download your original, IRS accepted tax return. You will be able to print the return by clicking on the print button on the top menu of the PDF page. Refer to the PDF copy of your accepted return when you are preparing your tax amendment. Be aware that this the only record of your original filed return since any changes you make in your efile.com account will update the return and you will no longer be able to obtain your original return from your account. 

Important efile Tax Tip: For record keeping purposes, make sure you store your tax return safely on your computer and as a printed hard copy.

3. Find and add Form 1040X (tax amendment form) by clicking Review on the left side of your account screen, scrolling down to the "Add a federal form" search box, entering "1040X" in the box, and clicking the "Add a form" link next to it. Complete the 1040X form screen and click Save at the bottom of the screen. 

Important efile Tax Tip: If you need to explain the specific changes that you made and give reasons for making these changes, you can type your explanation in the "Part III, Explanation of changes" section of your efile.com account (to find the section, follow the instructions in step 3; in the search box, type "Part III, Explanation of changes"). 

4. Use the other tax forms in your account to add or change any forms or schedules that changed from your original tax return. 

5. When you are finished preparing your 1040X form, PRINT your changed return (Form 1040) and any additional schedules and forms you have changed. You do not need to send a copy of your original return. Be sure to SIGN the Form 1040X and MAIL all the forms to the IRS. The IRS does not allow amendments to be efiled. The postal address to use when mailing your amendment is listed below. 

Simply click one of the links below to start preparing your tax amendment online:

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How To Prepare, File Federal Tax Amendment If You Did NOT File on efile.com: 

You can manually prepare the paper Form 1040X and mail it to the IRS to file it . You can download Form 1040X, Amended Individual Income Tax Return, and complete the form with Adobe Reader. Make sure that you check the box on the top of the form to show which Tax Year you are amending.

Form 1040X has three columns that you will need to fill out:

  • Column A: Put the amounts from your original, accepted return.
  • Column B: Include the total increase or decrease for the amounts you are changing.
  • Column C: Write the corrected amounts.

On the back of the form, you should explain what you are changing and the reasons why you are making the changes.

When you are done, just print the form, sign it, and mail it to the mailing address shown below. Attach any schedules or forms that have been changed to your Form 1040X (failing to do this will cause a processing delay), but you do not need to send a copy of your original return.

Download Tax Amendment Form 1040X

What Is the Deadline to Amend My Return?

In order to claim a tax refund, a tax amendment has to be filed within 3 years you filed the original tax return (including extensions), or within 2 years of the date you paid the tax, whichever is later. After 3 years, you can no longer claim a refund, and the money goes to the government.

If you owe taxes, you should file an amended return even if 3 years have passed. Refunds are forfeit after 3 years, but tax debts stay on the IRS books for a minimum of 10 years.

How Long Will It Take for My Tax Amendment to Process?

Once you have mailed in your federal tax amendment form 1040X, it will take between 8 to 12 weeks from the IRS receipt date until the form is processed. You can check the status of your amended return on the IRS "Where's My Amended Return" tool. This tool is available by calling 1-866-464-2050 or by visiting the IRS website. You can check your status online by clicking the button below:

What is My Tax Amendment Status?

Please be aware that the IRS "Where's my refund" online service does not keep track of amendment refunds.

When Will I Get My Amended Refund?

If you are amending a return in order to get an additional tax refund, you can go ahead and cash or deposit any refund you get in the meantime. However, do not file your amended return until after you receive the refund.

It generally takes the IRS 8-12 weeks to process an amended return, so you should wait at least 8 weeks before checking on the status of your new amended tax refund. Once your amended return has been processed, you will receive any additional refund you are owed.

If it has been over 12 weeks and you still have not received your amended refund check, you can find more information about your refund by calling the IRS customer support line at 1-800-829-1040. Here's a tip for when you call: Press 1 (for English), press 0 (zero), press 0 (zero), and you should be able to talk to a live person at the IRS. The best time to reach the IRS is between 7-9 AM and 6-7 PM, Monday-Friday.

What If I'm Amending My Tax Return Because I Owe Additional Tax?

You should file your Form 1040X and pay your balance due as soon as possible to avoid further interest and penalties on unpaid taxes.

If I'm Amending My Tax Return to Obtain a Refund, Will the IRS Claim My Refund to Pay Taxes I Owe?

The IRS may review your amended return and situation more carefully, especially if the amended return reports a considerable amount of money back. As an alternative, you may apply part or all of your refund to your current year's tax. 

What If I'm Expecting My Original Tax Refund, But I Have Not Received It Yet?

You should wait until you receive the tax refund before you amend your tax return. This allows for any changes or corrections the IRS may have made to your return.

Check the status of your efiled or filed federal tax return

Can I Amend More than One Return at the Same Time?

Yes, but if you file two or more amended returns at the same time, you should use a different Form 1040X for each Tax Year. Make sure that you enter the correct Tax Year at the top of each 1040X. Sign each amended return and mail each one in a separate envelope.

What If I Have More Questions About Tax Amendments?

Please contact efile.com.

Mailing Addresses for Amended Tax Returns

If you are filing Form 1040X in response to a notice you received from the IRS, mail it to the address shown on that notice. Otherwise, mail your 1040X to the address listed below. Attach any forms or schedules which have been changed.

Please refer to the following mailing addresses below if you have a specific tax situation:

Reimbursement Received As a Result of Hurricane-Related Loss

Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301-0255

Mailing Amended Tax Return Along with Form 1040NR or 1040NR-EZ

Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301-0215

If none of the situations listed above apply to you, mail your return to the Internal Revenue Service Center shown below that applies to you:

For Residents in Florida, Louisiana, Mississippi, and Texas

Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301

Residents in Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Utah, Washington, Wisconsin, and Wyoming

Department of the Treasury
Internal Revenue Service Center
Fresno, CA 93888-0422

Residents in Alabama, Connecticut, Delaware, District of Columbia, Georgia, Kentucky, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, and West Virginia

Department of the Treasury
Internal Revenue Service Center
Kansas City, MO 64999

Dual-Status Aliens, Live in a Foreign Country, Have a U.S. Possession or Territory, Use an APO or FPO Address, or File Form 2555 or Form 2555-EZ

Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301-0215

Important efile Tax Tip: Remember to sign your amended return before you mail it to the IRS!

 

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