How to file an amended federal tax return

Printing and mailing an amended return When mailing an amended federal tax return: Remember to sign your amended return before you mail it to the IRS! If the changes involve any additional forms or schedules, be sure to attach that schedule or form to the amended return. If your amended return is claiming an additional refund, you should typically wait until you have received your original refund before filing Form X. In certain areas, the IRS has local offices where you may receive face-to-face assistance.

All offices operate by appointment. There are also many IRS resources available online and you are encouraged to use these prior to calling the IRS or making an appointment at a local office. Form X. URL Name. Was this helpful? Yes No. Can't find what you're looking for? We're happy to help.

That way, you can ensure the IRS won't get your original return and amended return mixed up. If you've already received your tax refund, then you know the IRS has already processed your return. Just keep in mind that the IRS limits the amount of time you have to file an amended return to claim a refund to:. Gather your original tax return and any new documents needed to prepare your amended return. If you need to correct the income you reported on your return, you may have a new or amended W-2 or form.

If you initially filed your tax return using TurboTax, you can access your tax return online or print a copy of that return by logging in to your account at TurboTax online or print a PDF of your return from the copy saved on your computer. Your transcript shows most of the lines from your tax return, including income, deductions, credits, and tax payments. You'll also need any forms that will be impacted by your change. To amend your tax return to add additional interest or dividend income, you'll need a copy of Schedule B.

Updating your capital gains and losses will require Form and Schedule D, and so on. You can also prepare your amended return in TurboTax. To do this, you need to use the version of TurboTax that applies to the tax year you need to amend.

For example, if you need to amend your tax return, you need to use the version of TurboTax. If you prepared your original tax return using TurboTax , log in to your account, open the tax return you already filed, and click on the link to amend your return. From there, the software will walk you through the process of filing the amendment. If you didn't use TurboTax to file your tax return, you can use TurboTax to prepare the amendment. However, you'll first have to enter your information into TurboTax to match what you filed the first time, then start the process of amending it.

Form X contains three columns:. Beginning with the tax year, you can e-file amended tax returns. If you used TurboTax to prepare Form X, follow the software's instructions to e-file the amendment. To amend a return for or earlier, you'll need to print the completed Form X and any other forms you're amending.

Attach any necessary supporting documentation, such as:. But a simple mathematical error on the original tax return is not a reason for filing for an amendment. These returns are filed on Form The has to be filed via regular mail because electronic filing is not allowed. To file an amended return, you must submit a copy of your original tax return and any additional information related to the changes you made to the existing return. Social Security numbers or the previous tax return sometimes call for an amendment.

Additional income besides salaries also has to be reported. You should also know that cryptocurrencies are taxable property and must be reported. If you have cryptocurrencies, it might be advantageous to use great crypto tax software to help you report them on your return. Individuals sometimes file their taxes on the wrong form—this needs to be rectified by filing the correct form.

There is a limited amount of time during which taxpayers can file for an amended return and have it accepted by the IRS. So, if you want to receive a tax refund , the amended tax return deadline is:. Instead, one of the returns will be left, but the other will be accepted and processed. Filing your taxes can be incredibly complicated, and there are a number of reasons why they are.

There are no charges or fees for filing Form X for amended returns—the only expense is the postage fee when mailing the documents. So part of knowing how to amend taxes includes you printing out the form, signing it, and sending it via post.

Amended tax returns are filed to rectify mistakes on previously filed taxes. Amending a tax return is not a complicated process, but you need to be careful not to miss anything when filing for an amendment. The first thing to do when filing an amended return is to collect all the necessary documentation.

Additionally, you must provide the new documents that are the basis for the amendment. If the mistake is mathematical, you probably do not need to file an amended return; the IRS computers will spot your error and make the corrections automatically. It would help if you focused on the following reason for amending a return:.

To avoid problems with the IRS, it is important to file an amended return as soon as you discover the mistake in your filing status, income, credits, or deductions. Remember, you can only receive a refund within three years of filing the original return. How to File an Amended Tax Return.

If filing an amended return is beneficial or desirable, you must file manually using Form X. You must reference the original return when completing Form X. Column A original amount will list the original amounts from the originally filed return. Column C correct amount will list the new corrected amount. Column B net change is the positive or negative difference between columns A and C. In the narrative to Form X, your will want to explain the changes, line by line i.

It is important to be very precise with the amended return and provide excellent line-by-line explanations. Remember, an agent handles every amended return, and if they find too many errors or issues with the amended return, they may refer the return for an audit. In addition to a detailed narrative, include any additional documentation that supports your case W2, , etc. Remember, you want to provide all the information for the agent to approve the change quickly and easily to your original return.

It is important to include a copy of the full originally filed return and a copy of the full corrected return. The order should be as follows;. The agent must verify the amounts listed on the original return.

If you do not provide a copy, they must order a copy. By providing a copy of the original return, they can verify the amount on their screen without requesting a copy of the original return. This can significantly cut down on the processing time.

When you file an amended return, it may change the amount of refund received or tax liability owed. It may be in your best interest to consult with a tax professional for advice on managing the changes as a result of your amended return and how it may affect a subsequent return.

It may require you to amend the subsequent return as well. Sign up for our newsletters and get our articles delivered right to your inbox. Our mission is to create a web based experience that makes it easier for us to work together. We collect, and associate with your account, the information you provide to us when you do things such as sign up for your account, opt-in to our client newsletter or request an appointment like your name, email address, phone number, and physical address.

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