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

IRS Form 1040-x or the "Amended U.s. Individual Income Tax Return" is tax form released and collected by the United States Internal Revenue Service. The January 1, 2018 fillable version of the 1040-x Form can be downloaded below in PDF-format.

The IRS-issued "Amended U.s. Individual Income Tax Return" is available for digital filing or can be filled out through the Adobe Reader application on your desktop or mobile device.

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1040X
Department of the Treasury—Internal Revenue Service
Amended U.S. Individual Income Tax Return
OMB No. 1545-0074
(Rev. January 2018)
Go to www.irs.gov/Form1040X for instructions and the latest information.
This return is for calendar year
2017
2016
2015
2014
Other year. Enter one: calendar year
or fiscal year (month and year ended):
Your social security number
Your first name and initial
Last name
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 changing
Full-year coverage.
your filing status. Caution: In general, you can’t change your filing status from a joint
If all members of your household have full-
return to separate returns after the due date.
year minimal essential health care coverage,
check "Yes." Otherwise, check "No."
Head of household (If the qualifying person is a child but not
Single
your dependent, see instructions.)
See instructions.
Married filing jointly
Qualifying widow(er)
Married filing separately
Yes
No
A. Original amount
B. Net change—
Use Part III on the back to explain any changes
C. Correct
or as previously
amount of increase
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
1
included, check here .
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2
2
Itemized deductions or standard deduction
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3
Subtract line 2 from line 1
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3
4
Exemptions. If changing, complete Part I on page 2 and enter the
amount from line 29 .
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4
5
Taxable income. Subtract line 4 from line 3 .
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5
Tax Liability
6
Tax. Enter method(s) used to figure tax (see instructions):
6
7
Credits. If a general business credit carryback is included, check
here .
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7
8
8
Subtract line 7 from line 6. If the result is zero or less, enter -0- .
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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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.
14
15
Refundable credits from:
Schedule
Form(s)
8812
2439
4136
8863
8885
8962 or
15
other (specify):
Total amount paid with request for extension of time to file, tax paid with original return, and additional
16
16
tax paid after return was filed
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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. 1-2018)
Cat. No. 11360L
1040X
Department of the Treasury—Internal Revenue Service
Amended U.S. Individual Income Tax Return
OMB No. 1545-0074
(Rev. January 2018)
Go to www.irs.gov/Form1040X for instructions and the latest information.
This return is for calendar year
2017
2016
2015
2014
Other year. Enter one: calendar year
or fiscal year (month and year ended):
Your social security number
Your first name and initial
Last name
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 changing
Full-year coverage.
your filing status. Caution: In general, you can’t change your filing status from a joint
If all members of your household have full-
return to separate returns after the due date.
year minimal essential health care coverage,
check "Yes." Otherwise, check "No."
Head of household (If the qualifying person is a child but not
Single
your dependent, see instructions.)
See instructions.
Married filing jointly
Qualifying widow(er)
Married filing separately
Yes
No
A. Original amount
B. Net change—
Use Part III on the back to explain any changes
C. Correct
or as previously
amount of increase
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
1
included, check here .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
2
2
Itemized deductions or standard deduction
.
.
.
.
.
.
.
.
.
3
Subtract line 2 from line 1
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
4
Exemptions. If changing, complete Part I on page 2 and enter the
amount from line 29 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4
5
Taxable income. Subtract line 4 from line 3 .
.
.
.
.
.
.
.
.
.
5
Tax Liability
6
Tax. Enter method(s) used to figure tax (see instructions):
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
Form(s)
8812
2439
4136
8863
8885
8962 or
15
other (specify):
Total amount paid with request for extension of time to file, tax paid with original return, and additional
16
16
tax paid after return was filed
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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. 1-2018)
Cat. No. 11360L
2
Form 1040X (Rev. 1-2018)
Page
Part I
Exemptions
Complete this part only if any information relating to exemptions has changed from what you reported on the return you are
amending. This would include a change in the number of exemptions, either personal exemptions or dependents.
A. Original number
of exemptions or
C. Correct
See Form 1040 or Form 1040A instructions and Form 1040X instructions.
amount reported or
B. Net change
number
as previously
or amount
adjusted
24
Yourself and spouse. Caution: If someone can claim you as a
24
dependent, you can’t claim an exemption for yourself .
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25
25
Your dependent children who lived with you
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26
Your dependent children who didn’t live with you due to divorce or separation
26
27
Other dependents .
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27
28
Total number of exemptions. Add lines 24 through 27 .
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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 4 on page 1 of this form .
.
29
30
List ALL dependents (children and others) claimed on this amended return. If more than 4 dependents, see instructions.
(d) Check box if qualifying
(b) Dependent’s social
c) Dependent’s
(
(a) First name
Last name
child for child tax credit
security number
relationship to you
(see instructions)
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 IRS.gov.
Form
(Rev. 1-2018)

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

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