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

IRS Form 1040X or the "Amended U.s. Individual Income Tax Return" is a form issued by the U.S. Department of the Treasury - Internal Revenue Service.

Download a PDF version of the IRS Form 1040X down below or find it on the U.S. Department of the Treasury - Internal Revenue Service Forms website.

Step-by-step Form 1040X instructions can be downloaded by clicking this link.

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1040X
Department of the Treasury—Internal Revenue Service
Amended U.S. Individual Income Tax Return
OMB No. 1545-0074
Go to www.irs.gov/Form1040X for instructions and the latest information.
(Rev. January 2019)
This return is for calendar year
2018
2017
2016
2015
Other year. Enter one: calendar year
or fiscal year (month and year ended):
Your first name and initial
Last name
Your social security number
Spouse’s social security number
If a joint return, spouse’s first name and initial
Last name
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
Full-year health care coverage (or, for
changing your filing status. Caution: In general, you can’t change your filing status
2018 amended returns only, exempt). See inst.
from a joint return to separate returns after the due date.
Single
Married filing jointly
Married filing separately
Qualifying widow(er)
Head of household (If the qualifying person is a child but not your dependent, see instructions.)
A. Original amount
B. Net change—
Use Part III on the back to explain any changes
reported or as
amount of increase
C. Correct
previously adjusted
or (decrease)—
amount
Income and Deductions
(see instructions)
explain in Part III
1
Adjusted gross income. If a net operating loss (NOL) carryback is
included, check here .
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1
2
2
Itemized deductions or standard deduction
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3
3
Subtract line 2 from line 1
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4a Exemptions (amended returns for years before 2018 only). If changing,
complete Part I on page 2 and enter the amount from line 29 .
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.
.
4a
b Qualified business income deduction (2018 amended returns only)
.
.
4b
5
Taxable income. Subtract line 4a or 4b from line 3. If the result is zero
or less, enter -0-
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5
Tax Liability
Tax. Enter method(s) used to figure tax (see instructions):
6
6
7
Credits. If a general business credit carryback is included, check here
7
8
8
Subtract line 7 from line 6. If the result is zero or less, enter -0- .
.
.
9
9
Health care: individual responsibility (see instructions) .
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10
Other taxes .
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10
11
Total tax. Add lines 8, 9, 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.)
12
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13
Estimated tax payments, including amount applied from prior year’s
return .
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13
14
Earned income credit (EIC) .
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.
.
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.
.
.
.
.
.
.
.
.
14
15
Refundable credits from:
Schedule 8812
Form(s)
2439
4136
8863
8885
8962 or
15
other (specify):
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
18
Overpayment, if any, as shown on original return or as previously adjusted by the IRS
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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
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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 .
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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.
1040X
For Paperwork Reduction Act Notice, see instructions.
Form
(Rev. 1-2019)
Cat. No. 11360L
1040X
Department of the Treasury—Internal Revenue Service
Amended U.S. Individual Income Tax Return
OMB No. 1545-0074
Go to www.irs.gov/Form1040X for instructions and the latest information.
(Rev. January 2019)
This return is for calendar year
2018
2017
2016
2015
Other year. Enter one: calendar year
or fiscal year (month and year ended):
Your first name and initial
Last name
Your social security number
Spouse’s social security number
If a joint return, spouse’s first name and initial
Last name
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
Full-year health care coverage (or, for
changing your filing status. Caution: In general, you can’t change your filing status
2018 amended returns only, exempt). See inst.
from a joint return to separate returns after the due date.
Single
Married filing jointly
Married filing separately
Qualifying widow(er)
Head of household (If the qualifying person is a child but not your dependent, see instructions.)
A. Original amount
B. Net change—
Use Part III on the back to explain any changes
reported or as
amount of increase
C. Correct
previously adjusted
or (decrease)—
amount
Income and Deductions
(see instructions)
explain in Part III
1
Adjusted gross income. If a net operating loss (NOL) carryback is
included, check here .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
1
2
2
Itemized deductions or standard deduction
.
.
.
.
.
.
.
.
.
3
3
Subtract line 2 from line 1
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4a Exemptions (amended returns for years before 2018 only). If changing,
complete Part I on page 2 and enter the amount from line 29 .
.
.
.
4a
b Qualified business income deduction (2018 amended returns only)
.
.
4b
5
Taxable income. Subtract line 4a or 4b from line 3. If the result is zero
or less, enter -0-
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Tax Liability
Tax. Enter method(s) used to figure tax (see instructions):
6
6
7
Credits. If a general business credit carryback is included, check here
7
8
8
Subtract line 7 from line 6. If the result is zero or less, enter -0- .
.
.
9
9
Health care: individual responsibility (see instructions) .
.
.
.
.
.
10
Other taxes .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
10
11
Total tax. Add lines 8, 9, 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
Estimated tax payments, including amount applied from prior year’s
return .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
13
14
Earned income credit (EIC) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
14
15
Refundable credits from:
Schedule 8812
Form(s)
2439
4136
8863
8885
8962 or
15
other (specify):
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
18
Overpayment, if any, as shown on original return or as previously adjusted by the IRS
.
.
.
.
.
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.
1040X
For Paperwork Reduction Act Notice, see instructions.
Form
(Rev. 1-2019)
Cat. No. 11360L
2
Form 1040X (Rev. 1-2019)
Page
Part I
Exemptions and Dependents
Complete this part only if any information relating to exemptions (to dependents if amending your 2018 return) has changed from what
you reported on the return you are amending. This would include a change in the number of exemptions (of dependents if amending
your 2018 return).
For 2018 amended returns only, leave lines 24, 28, and 29 blank. Fill in all
A. Original number
!
of exemptions or
C. Correct
other applicable lines.
CAUTION
amount reported
B. Net change
number
Note: See the Form 1040 or, for amended returns for years before 2018,
or as previously
or amount
adjusted
the Form 1040A instructions. See also the Form 1040X instructions.
24
Yourself and spouse. Caution: If someone can claim you as a
dependent, you can’t claim an exemption for yourself. If amending your
2018 return, leave line blank .
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24
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
26
27
27
Other dependents .
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28
Total number of exemptions. Add lines 24 through 27. If amending your
2018 return, leave line blank
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28
29
Multiply the number of exemptions claimed on line 28 by the exemption
amount shown in the instructions for line 29 for the year you are
amending. Enter the result here and on line 4a on page 1 of this form. If
amending your 2018 return, leave line blank
.
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.
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29
30
List ALL dependents (children and others) claimed on this amended return. If more than 4 dependents, see inst. and
here
Dependents (see instructions):
(d)
if qualifies for (see instructions):
(b) Social security
c) Relationship
(
Credit for other dependents
Child tax credit
(a) First name
Last name
number
to you
(2018 amended returns only)
Part II
Presidential Election Campaign Fund
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 1040X.
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
Paid Preparer Use Only
Preparer’s signature
Date
Firm’s name (or yours if self-employed)
Print/type preparer’s name
Firm’s address and ZIP code
Check if self-employed
PTIN
Phone number
EIN
1040X
For forms and publications, visit www.irs.gov.
Form
(Rev. 1-2019)

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

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