How to Amend My Tax Return?
In order to amend your tax return you need:
- Fillable Form 1040-X and its instructions;
- Copy of the return form you are amending, including copies of all the supporting forms, worksheets, and schedules you have completed it with;
- All notices you have received from the IRS on any adjustments to the return you are amending; and
- Instructions to the return you are amending. Find the filling out instructions for current and prior years on the IRS official website.
If you use the amended individual income tax return to change information provided via the Form 1040-NR or 1040-NR-EZ, or if you have filed Form 1040 instead of Form 1040-NR or Form 1040-NR-EZ or vice versa, do the following:
- Enter on the front page of the IRS Form 1040-X your name, current address, and SSN or individual taxpayer number. Do not provide here any other information;
- Skip Part I and Part II on the second page of the form;
- Provide the reason why you are filing Form 1040-X in Part III;
- Fill out a new or corrected tax return form (Form 1040, Form 1040-NR, or Form 1040-NR-EZ);
- Write "Amended" across the top part of the new or corrected form;
- Attach it to the back of the IRS 1040-X Form and submit.
IRS Form 1040-X Instructions
Step-by-step Form 1040X instructions can be downloaded by clicking this link. For a credit or refund, file the amended individual income tax return within 3 years after the date you filed the original return form (including extensions) or 2 years after you paid the tax, whichever comes later. Form 1040-X time limit can be suspended for certain individuals who cannot manage their financial affairs due to physical or mental disabilities.
Pay the additional tax due on IRS 1040-X Form within 21 calendar days from the date of receiving the notice. Otherwise, you will have to pay a penalty 0.5 or 1% of the unpaid amount for every month of delay. If you do not wish to use an e-version of Form 1040-X, you can order a paper copy from the IRS site.
IRS 1040-X Related Forms
The Form 1040-X related forms are as follows:
- Form 1040, U.S. Individual Income Tax Return;
- Form 1040-C, U.S. Departing Alien Income Tax Return;
- Form 1040-NR, U.S. Nonresident Alien Income Tax Return;
- Form 1040-NR-EZ, U.S. Income Tax Return for Certain Nonresident Aliens with No Dependents;
- Form 1040-SS, U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico);
- Form 1040-V, Payment Voucher;
- Form 1040-ES, Estimated Tax for Individuals;
- Form 843, Claim for Refund and Request for Abatement;
- Form 1045, Application for Tentative Refund; and
- Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer.