The instructions below are for eFile.com users who have prepared and e-Filed an IRS accepted 2020 IRS Tax Return and wish to file a 2020 tax year amendment. If you efiled a state return as well, then you should also file an amendment for your state return. Here are instructions on how to complete state tax amendment(s). For other tax years please visit: https://www.efile.com/tax-amendment/
Sign in or create an eFile.com account.
First, make the changes directly in your eFile account under Federal Taxes. For example, if you are amending your return because you need to add an additional W-2, navigate to Federal Taxes > Income and add the form. This will be included in your return and calculated with your new return for you once added. Then, you will add the amendment form.
Note: you are making the changes on the normal preparation screen, then adding the amendment form. Add or fix your information so that it can be calculated for your amended return. Then, follow the instructions below to report your original return so the calculations can be done for you.
Attention: These instructions are for Tax Year 2020 Returns only!
Follow these instructions.
Important: Report your Overpayment or Tax Refund amount from your original Form 1040, Line 34. This will allow eFile to calculate your new tax balance. For example, if you were given a larger refund than you are owed, the new balance will be calculated and you may owe additional tax/owe some of your refund back to the IRS.
Enter the data from your 2020 Tax Return Form 1040 based on this data map. Use your 2020 IRS accepted Tax Return Form 1040. Open the PDF in My Account. The image above has the same Form 1040 line items listed.
In your My Account download - see screenshot below - print and sign your 2020 tax return PDF file which includes tax amendment form 1040-X.
Print and include any forms, schedules behind Form 1040-X in the order of the Attachment Sequence No. shown in the upper-right corner of the form/schedule. Include supporting statements in the same order as the forms or schedules they support and attach them last. Attention: Don’t attach your originals or other items unless required to do so.
Assemble in this order: 2020 Tax Return (do not include your state return): Form 1040-X, Copy of your W-2(s) or Form W-2c or Form 2439, Form W-2G, Certain Gambling Winnings. Notice to Shareholder, etc. that supports changes made on this return. Form 1099-R that supports changes made on this return, but only if tax was withheld; and a copy of any Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding; Form SSA-1042S, Social Security Benefit Statement (Nonresident Aliens); Form RRB-1042S, Payments by the Railroad Retirement Board - Nonresident Aliens - or Form 8288-A, Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests, that supports changes made on this return. Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax, that supports changes made on this return.
How to print your amended return including form 1040-X. After sign in, click on your My Account and you will see the section below.