IRS Form 1040-X "Amended U.S. Individual Income Tax Return"

What Is IRS Form 1040-X?

This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on July 1, 2021. Check the official IRS-issued instructions before completing and submitting the form.

Form Details:

  • A 2-page form available for download in PDF;
  • Actual and valid for filing 2021 taxes;
  • Editable, printable, and free;
  • Fill out the form in our online filing application.

Download a fillable version of IRS Form 1040-X through the link below or browse more documents in our library of IRS Forms.

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1040-X
Department of the Treasury—Internal Revenue Service
Amended U.S. Individual Income Tax Return
OMB No. 1545-0074
Use this revision to amend 2019 or later tax returns.
Go to www.irs.gov/Form1040X for instructions and the latest information.
(Rev. July 2021)
This return is for calendar year (enter year)
or fiscal year (enter month and year ended)
Your social security number
Your first name and middle initial
Last name
If joint return, spouse’s first name and middle initial
Last name
Spouse’s social security number
Current home address (number and street). If you have a P.O. box, see instructions.
Apt. no.
Your phone number
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below. See instructions.
Foreign country name
Foreign province/state/county
Foreign postal code
Amended return filing status. You must check one box even if you are not changing your filing status. Caution: In general, you can’t
change your filing status from married filing jointly to married filing separately after the return due date.
Single
Married filing jointly
Married filing separately (MFS)
Head of household (HOH)
Qualifying widow(er) (QW)
If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying
person is a child but not your dependent
Enter on lines 1 through 23, columns A through C, the amounts for the return
A. Original amount
B. Net change—
C. Correct
reported or as
amount of increase
year entered above.
amount
previously adjusted
or (decrease)—
Use Part III on page 2 to explain any changes.
(see instructions)
explain in Part III
Income and Deductions
Adjusted gross income. If a net operating loss (NOL) carryback is
1
1
included, check here .
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2
Itemized deductions or standard deduction
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2
3
Subtract line 2 from line 1
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3
4a Reserved for future use .
4a
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b Qualified business income deduction .
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4b
5
Taxable income. Subtract line 4b from line 3. If the result is zero or less,
enter -0- .
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5
Tax Liability
6
Tax. Enter method(s) used to figure tax (see instructions):
6
7
Nonrefundable credits. If a general business credit carryback is
included, check here .
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7
8
Subtract line 7 from line 6. If the result is zero or less, enter -0- .
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8
9
9
Reserved for future use .
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10
Other taxes .
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10
11
Total tax. Add lines 8 and 10
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11
Payments
12
Federal income tax withheld and excess social security and tier 1 RRTA
tax withheld. (If changing, see instructions.)
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12
13
13
Estimated tax payments, including amount applied from prior year’s return
14
Earned income credit (EIC) .
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14
15
Refundable credits from:
Schedule 8812 Form(s)
2439
4136
8863
8885
8962 or
other (specify):
15
16
Total amount paid with request for extension of time to file, tax paid with original return, and additional
tax paid after return was filed
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16
17
Total payments. Add lines 12 through 15, column C, and line 16 .
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17
Refund or Amount You Owe
18
Overpayment, if any, as shown on original return or as previously adjusted by the IRS
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18
19
Subtract line 18 from line 17. (If less than zero, see instructions.)
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19
20
Amount you owe. If line 11, column C, is more than line 19, enter the difference
20
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21
If line 11, column C, is less than line 19, enter the difference. This is the amount overpaid on this return
21
22
Amount of line 21 you want refunded to you .
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22
23
Amount of line 21 you want applied to your (enter year):
estimated tax
23
Complete and sign this form on page 2.
1040-X
For Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 11360L
Form
(Rev. 7-2021)
1040-X
Department of the Treasury—Internal Revenue Service
Amended U.S. Individual Income Tax Return
OMB No. 1545-0074
Use this revision to amend 2019 or later tax returns.
Go to www.irs.gov/Form1040X for instructions and the latest information.
(Rev. July 2021)
This return is for calendar year (enter year)
or fiscal year (enter month and year ended)
Your social security number
Your first name and middle initial
Last name
If joint return, spouse’s first name and middle initial
Last name
Spouse’s social security number
Current home address (number and street). If you have a P.O. box, see instructions.
Apt. no.
Your phone number
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below. See instructions.
Foreign country name
Foreign province/state/county
Foreign postal code
Amended return filing status. You must check one box even if you are not changing your filing status. Caution: In general, you can’t
change your filing status from married filing jointly to married filing separately after the return due date.
Single
Married filing jointly
Married filing separately (MFS)
Head of household (HOH)
Qualifying widow(er) (QW)
If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying
person is a child but not your dependent
Enter on lines 1 through 23, columns A through C, the amounts for the return
A. Original amount
B. Net change—
C. Correct
reported or as
amount of increase
year entered above.
amount
previously adjusted
or (decrease)—
Use Part III on page 2 to explain any changes.
(see instructions)
explain in Part III
Income and Deductions
Adjusted gross income. If a net operating loss (NOL) carryback is
1
1
included, check here .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
2
Itemized deductions or standard deduction
.
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.
2
3
Subtract line 2 from line 1
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3
4a Reserved for future use .
4a
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b Qualified business income deduction .
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4b
5
Taxable income. Subtract line 4b from line 3. If the result is zero or less,
enter -0- .
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.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Tax Liability
6
Tax. Enter method(s) used to figure tax (see instructions):
6
7
Nonrefundable credits. If a general business credit carryback is
included, check here .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
7
8
Subtract line 7 from line 6. If the result is zero or less, enter -0- .
.
.
8
9
9
Reserved for future use .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
Other taxes .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
11
Total tax. Add lines 8 and 10
.
.
.
.
.
.
.
.
.
.
.
.
.
.
11
Payments
12
Federal income tax withheld and excess social security and tier 1 RRTA
tax withheld. (If changing, see instructions.)
.
.
.
.
.
.
.
.
.
12
13
13
Estimated tax payments, including amount applied from prior year’s return
14
Earned income credit (EIC) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
14
15
Refundable credits from:
Schedule 8812 Form(s)
2439
4136
8863
8885
8962 or
other (specify):
15
16
Total amount paid with request for extension of time to file, tax paid with original return, and additional
tax paid after return was filed
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
16
17
Total payments. Add lines 12 through 15, column C, and line 16 .
.
.
.
.
.
.
.
.
.
.
.
.
17
Refund or Amount You Owe
18
Overpayment, if any, as shown on original return or as previously adjusted by the IRS
.
.
.
.
.
18
19
Subtract line 18 from line 17. (If less than zero, see instructions.)
.
.
.
.
.
.
.
.
.
.
.
.
19
20
Amount you owe. If line 11, column C, is more than line 19, enter the difference
20
.
.
.
.
.
.
.
21
If line 11, column C, is less than line 19, enter the difference. This is the amount overpaid on this return
21
22
Amount of line 21 you want refunded to you .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
22
23
Amount of line 21 you want applied to your (enter year):
estimated tax
23
Complete and sign this form on page 2.
1040-X
For Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 11360L
Form
(Rev. 7-2021)
2
Form 1040-X (Rev. 7-2021)
Page
Part I
Dependents
Complete this part to change any information relating to your dependents.
A. Original number
B. Net change —
of dependents
C. Correct
This would include a change in the number of dependents.
amount of increase
reported or as
number
or (decrease)
Enter the information for the return year entered at the top of page 1.
previously adjusted
24
24
Reserved for future use .
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25
Your dependent children who lived with you
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25
26
Your dependent children who didn’t live with you due to divorce or
separation
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26
27
Other dependents .
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27
28
Reserved for future use .
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28
29
29
Reserved for future use .
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30
List ALL dependents (children and others) claimed on this amended return.
Dependents (see instructions):
(d)
if qualifies for (see instructions):
(b) Social security
c) Relationship
(
Credit for other
If more
Child tax credit
number
to you
(a) First name
Last name
dependents
than four
dependents,
see
instructions
and check
here
Part II
Presidential Election Campaign Fund (for the return year entered at the top of page 1)
Checking below won’t increase your tax or reduce your refund.
Check here if you didn’t previously want $3 to go to the fund, but now do.
Check here if this is a joint return and your spouse did not previously want $3 to go to the fund, but now does.
Part III
Explanation of Changes.
In the space provided below, tell us why you are filing Form 1040-X.
Attach any supporting documents and new or changed forms and schedules.
Remember to keep a copy of this form for your records.
Under penalties of perjury, I declare that I have filed an original return, and that I have examined this amended return, including accompanying schedules
and statements, and to the best of my knowledge and belief, this amended return is true, correct, and complete. Declaration of preparer (other than
taxpayer) is based on all information about which the preparer has any knowledge.
Sign
Here
Your signature
Date
Your occupation
Spouse’s signature. If a joint return, both must sign.
Date
Spouse’s occupation
Print/Type preparer’s name
PTIN
Preparer’s signature
Date
Paid
Check
if
self-employed
Preparer
Firm’s name
Firm’s EIN
Use Only
Firm’s address
Phone no.
1040-X
For forms and publications, visit www.irs.gov/Forms.
Form
(Rev. 7-2021)
Page of 2