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How do I amend my federal tax return?

By Henry Morales |

Use Form 1040X to amend a federal income tax return that you filed before. Make sure you check the box at the top of the form that shows which year you are amending. Since you can’t e-file an amended return, you’ll need to file your Form 1040X on paper and mail it to the IRS.

How much does it cost to file a tax amendment?

There’s no charge to file an amended return (1040X). You’ll have to file it on paper (print, sign, and mail) since IRS won’t accept e-filed amended returns.

Does it cost extra to amend a tax return?

Know this: It is illegal for a income tax preparer to charge a percentage of your refund as a fee for preparing your taxes. It is not illegal for them to charge a percentage of an amended income tax return as a fee for doing an amend.

Do you need to amend your federal tax return?

If you amend your federal income tax return, you’ll likely also need to file an amended tax return with your state. Each state has its own form to amend a tax return.

When to include a W-2 in an amended tax return?

For example, you received another W-2 after you had already filed your original tax return. If this happened, you’ll want to include a copy of that W-2 when you file your amended tax return. If your changes included changes to itemized deductions, you should include a new Schedule A that reflects the changes you made.

How to check the status of an amended tax return?

You can check the status of your amended return using the IRS’ Where’s My Amended Return? Wait about three weeks from the date you mailed your return for the information to show up in the IRS system. If you amend your federal income tax return, you’ll likely also need to file an amended tax return with your state.

Can a 1040X be used to amend a tax return?

Form 1040X will allow you to make changes to Forms 1040, 1040A, or 1040EZ. Whether you owe money to the IRS or you’re hoping to collect more of a refund, you’ll only ever need to use one 1040X form per tax year to file amendments. This is also true if your tax return was extremely complicated when you originally filed it.

If the changes involve another schedule or form, you must attach it to the 1040X Amending your state tax return. First, fill out an amended federal income tax return, Form 1040X. Then, get the proper form from your state and fill it out. Like the IRS, your state uses a special form for an amended return.

Which is the correct form for an amended tax return?

Use Form 1040-X, Amended U.S. Individual Income Tax Return (PDF) to correct a previously filed Form 1040 (PDF), Form 1040A (PDF), Form 1040EZ (PDF), Form 1040-NR (PDF), Form 1040-NR-EZ (PDF), or to change amounts previously adjusted by the IRS.

How can I track my amended tax return?

Use IRS Direct Pay to pay your tax directly from your checking or savings account. Track your amended return. You can track the status of your amended tax return three weeks after you file with ‘Where’s My Amended Return?’ It is available in English, Spanish, Chinese, Vietnamese and Russian.

What to do if you owe tax on Form 8938?

See the Form 8938 Instructions (PDF) for more information. If you owe additional tax for a tax year for which the due date for filing hasn’t passed, you can avoid penalties and interest if you file Form 1040X and pay the tax by the filing due date for that year (without regard to any extension of time to file).