Prepare, File 2021 Tax Amendment(s)

Question:
How to prepare and file an IRS and or State 2021 or 2020 Tax Amendment
Article, Solution:

The instructions below are for eFile.com users who have prepared and e-Filed an IRS accepted 2021 Tax Return and wish to file a 2021 Tax Year amendment. If you e-filed 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 a 2020 or other previous year tax amendment, you will need to prepare a paper amendment and mail it to the IRS. To prepare an amendment for other previous tax years please visit: https://www.efile.com/tax-amendment/

If you e-filed your IRS accepted 2021 return on eFile.com, follow these steps and have a copy of your e-filed, IRS accepted 2021 Return handy to refer to:

Sign in to your 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. If you need to change or fix a form, make the needed changes to the existing form. Any additions or changes will then be included in your return and calculated with your new return once added.

Second, you will add the amendment (1040-X) form.

  • From the left side main menu click on Federal Taxes -> Review
  • On the right side page click on the link I'd like to see the forms I've filled out or search for a form
  • Search for Form 1040-X
  • From the Form list, click on Add Form and complete the form. IMPORTANT:  The 1040-X form is filled in with the information from your original, IRS accepted, return.

Follow the instructions below to report your original return so the calculations can be done for you.

Attention: These instructions are for Tax Year 2021 Returns only!

Follow these instructions:

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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.

Continue below:

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Enter the data from your 2021 Tax Return Form 1040 based on this data map. Use your 2021 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 2021 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. You only need to include any forms or schedules that changed as a result of your amendment. 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: 2021 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.

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