How to Amend a Tax Return, Tax Amendment

What's My Tax Amendment Status?  


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

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

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

When You Should Amend a Tax Return:

You should file an amended tax return if you need to change any changes to an already accepted tax return e.g. your filing status, your dependent information, credits, deductions, income, etc. 

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. On efile.com, you can prepare an amended state return for some states. If your state is not included, please contact your state tax agency for assistance. 

When Not to Amend a Tax Return:

If you did not efile, you may have made simple math errors or forgotten to attach certain forms. The IRS will generally catch these mistakes and correct the errors or request additional information from you. If you efiled with efile.com, the online tax software will have already done the math for you correctly, and made sure you had the proper forms filled out.

What Is the Deadline to Amend My Return?

According to the IRS, a tax amendment has to be filed within 3 years of the date the original tax return was due, or within 2 years of the date you paid the tax, whichever is later.

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 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. Call this number to check on the status of your tax amendment: 1-800-829-1040.

Can I efile a Tax Amendment?

Unfortunately, a tax amendment must be filed by mail; the IRS does not allow it to be efiled, so you must print your completed Form 1040X (federal tax amendment form) and mail it to the IRS address provided on the form.

Check here for state tax amendment instructions.

Option 1: You can prepare a tax amendment online FOR THE MOST RECENT TAX YEAR (earlier tax years cannot be prepared online) on efile.com, regardless of where you efiled or filed your original tax return. The efile.com online tax software will generate a Form 1040X for you to print out, sign, and put in the mail to the IRS (the address is on the FORM 1040X). Sorry, you cannot efile a tax amendment to the IRS. After you sign into your efile.com account, make sure all your current tax year federal tax information has been entered. In additon, make sure you print out your original, accepted tax return. That way, you can refer to it when you're preparing your tax amendment. 

After that, click on -> Review (left side menu) -> scroll down to the "Add a federal form" search box -> enter "1040X" in the box and click "Add a form" next to it. Currently you cannot prepare a state tax amendment on efile.com.

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Option 2: You can also download Form 1040X, Amended Individual Income Tax Return and complete the form with Adobe Reader. When you are done, just print the form, sign it, and mail it to the mailing address shown on the form. Attach any schedules or forms that have been changed, but you do not need to send a copy of your original return.

Download Tax Amendment Form 1040X  

 

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Preparing a tax amendment can be tedious and quite often frustrating. So why do it alone? We have responded to many client inquiries and have created an online tax preparation platform for tax returns, tax amendments or tax questions.

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How to Change or Amend an IRS Accepted Income Tax Return on efile.com

1. If you are expecting a tax refund, you should wait until you receive the refund before you amend your tax return. This allows for any changes or corrections the IRS may have made to your return. Please check the status of your efiled or filed federal tax return.

2. Prepare your tax amendment online: After you sign in here make sure all your current tax year federal tax information has been entered. After that click on -> Review (left side menu) -> scroll down to the "Add a federal form" search box -> enter "1040X" in the box and click "Add a form" next to it. Complete this form and print and mail it in.                                                                                                                                              

Important note: Currently, you can prepare a state tax amendment for some states on efile.com efile.com. Click on "State Taxes" on the left and find the amended form for your state. If the form is not listed, check your state's tax department website for information on how to amend your state return.

3. Complete Form 1040X offline: If you efiled your tax return through efile.com and your return has been accepted by the IRS, please download and/or print your accepted return from your efile.com account. Sign in here, click "My Account" (on the upper right-hand corner), and click the link for the appropriate tax return under the "My Returns" heading to download your return as a PDF. You will be able to print the return by clicking on the print button on the top menu of the PDF page. For record keeping purposes, make sure you store your tax return safely on your computer and as a hard copy.

4. Once you have your efiled/filed tax return in front of you, retrieve/open or download the Federal Tax Amendment Form 1040X.

5. You can open 1040X on your computer screen and fill in the form using your keyboard. Simply move your cursor over the field and use your keyboard to fill in the information. Make sure you have your tax return (1040, 1040A or 1040EZ) and Form 1040X in front of you.

6. In column A of Form 1040X ("Original amount"), enter the amounts from your original return.

7. In column C ("Correct amount"), enter the adjusted new amounts (the difference between columns A and C will be in column B, "Net change"). If you need to explain the specific changes that you made and give reasons for making these changes, you can type your explanation in a separate section (Part III, "Explanation of changes," pg. 2).

8. When finished, PRINT, SIGN, and MAIL (postal address is listed on Form 1040X) Form 1040X, including any schedules if necessary.

9. You are not quite done yet. If you efiled your return through efile.com and you are amending a return for a previous year, please make sure you sign in to your efile.com account and update or correct the original tax return to reflect the information that your entered on your amended return (you can do this by updating the different tabs of your current tax return). If you don't do this, your data for next year's return will not be up-to-date. 

10. Once you have done this, calculate the return and PRINT a copy.

11. Download/print this return and keep it with your tax records. Save the file as "Completed-Tax-Return-with-Amendment" or something similar.

When you sign off from your return on efile.com, your tax information will be updated. Next year, your return on efile.com will show the correct amounts that you filed for the current tax year return. Again, remember to keep copies of the amended return and Form 1040X for your files.

Where Do I Mail an Amended Return?

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 on the form. Attach any forms or schedules which have been changed.

If you are filing a tax amendment because of reimbursement you received as a result of hurricane-related loss, then mail your tax amendment to:

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

If you are filing your tax amendment form along with form 1040NR or 1040NR-EZ, then mail your tax amendment to:

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

If you live in Florida, Louisiana, Mississippi, or Texas, then mail your tax amendment to:

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

If you live 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, Wyoming, then mail your tax amendment to:

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

If you live 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, West Virginia, then mail your tax amendment to:

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

If you are a dual-status alien, live in a foreign country, U.S. possession or territory, use an APO or FPO address, or file Form 2555 or Form 2555-NR, then mail your tax amendment to:

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

Important: Remember to sign your amended return before you mail it!

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.

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. 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. The online "Where's my refund" service does not keep track of amendment refunds, so, after 8 weeks, you can find out more about your refund by calling the IRS customer support line at 1-800-829-1040.

Amended Tax Debt

If you are amending a return because you owe additional tax, you should pay your balance due as soon as possible to avoid (further) interest and penalties on unpaid taxes.

How to Amend an Accepted State Income Tax Return

Your state tax liability may be significantly impacted by changes made to your federal income tax return.

You can prepare amended state returns for some states on efile.com. Click on "State Taxes" on the left and find the amended form for your state. If the form is not listed, check your state's tax department website for information on how to amend your state return.

View the websites of the state's tax agency to find out the specific requirements for amending your state tax return. The forms and instructions for completing an amended state return are available from each state's tax department's website.

Help with filing tax returns on efile.com.

If you have additional questions, please contact efile.com.

 

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