tax tips — May 02, 2017

How Do I File an Amended Return?

by Susannah McQuitty

A laptop and notebook sitting on a table, ready to file an amended tax return with Form 1040X.

If your eyes are starting to cross a bit when looking up how to amend your tax return and decipher Form 1040X, you’ve come to the right place. I mean, come on – all you want to do is fix a few things on the return you filed earlier this year.

Amended returns: The backstory

Before we jump into the process, let’s go over the reasons you’d need to file an amended return in the first place (“amended” here is just a fancy word for “corrected”).

If you filed your tax return and realized later that you mis-typed something, left out a form or failed to report income from a tutoring job you held at the beginning of the tax year, you’re going to want to fix it. From here on out, we’re going to refer to this incorrect return as your original return, since it’s the first one you filed.

How to fill out an amended return

First, we’re going to record numbers from the original return. To do this, you’re going to need to print a copy of your original return. Once you have that on hand, add a Form 1040X to your return. Using your original return as a guide, you’ll fill out the required Form 1040X boxes:

Fill out the screen for Form 1040X with amounts from your original return.

Now that your original return information is recorded in the 1040X, it’s time to actually go through and amend your return. Simply add any missing forms or change numbers as needed, and our software will calculate how the corrections will affect the rest of your tax return.

For example, let’s say you forgot to include one of your W-2 forms. Adding the information from that W-2 will change your total income, adjusted gross income and likely your taxable income, which might affect any credits or deductions you claimed on your original return. You’ll be able to see how your refund or taxes owed changes at the top of the screen, so make sure to take note.

Once you’ve made all the necessary changes and noted the reasons for them in the provided box on the 1040X, print and mail the amended return and 1040X to your nearest Department of the Treasury office (you can find the address on page 14 of the 1040X instructions).

That’s it! There’s really nothing to it when you file your amended return and Form 1040X using – it’s just another way we do smart, simple taxes.



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