Instructions for Filing an Amended Return If Mistakes Are Discovered After Submission
Mistakes happen, even on tax returns. If you’ve realized you made an error after filing—such as incorrect income, filing status, or missed deductions—you don’t need to panic. The IRS allows you to file an amended return to correct any mistakes. Here’s how.
1. Do You Need to Amend Your Return?
Not all errors require an amended return. The IRS automatically corrects minor mistakes like math errors or missing forms. However, you should file an amended return if you need to:
✅ Change your filing status (e.g., single to married filing jointly).
✅ Correct reported income (e.g., forgot to include freelance earnings).
✅ Add or remove dependents.
✅ Claim a missed deduction or tax credit.
✅ Fix incorrect tax withholding or estimated tax payments.
🚨 Do NOT file an amended return for minor calculation mistakes! The IRS will likely fix them automatically.
2. Gather the Necessary Documents
Before amending your return, collect:
📌 Your original tax return (Form 1040) – This helps you compare what needs to be corrected.
📌 Supporting documents – W-2s, 1099s, receipts for deductions, or any missing tax forms.
📌 IRS notices – If the IRS sent you a letter about an issue, have it on hand.
3. Use Form 1040-X (Amended U.S. Individual Income Tax Return)
To amend a federal return, you must file Form 1040-X.
📌 Where to Get It: Download Form 1040-X from the IRS website.
📌 How to Complete It:
Column A: Enter the original amounts from your return.
Column B: Show the difference between your original and corrected amounts.
Column C: Report the corrected amounts.
Explanation Section: Briefly explain why you’re amending your return.
4. File Electronically or by Mail
E-file (Recommended): If you filed your original return electronically, you can often e-file your amendment through the IRS Free File program or tax software.
Paper Filing: If e-filing isn’t an option, print and mail Form 1040-X to the IRS. The mailing address depends on your state—check the IRS instructions for details.
5. Pay Any Additional Taxes (If Applicable)
If your amendment results in owing more tax, pay as soon as possible to avoid penalties and interest. You can pay:
💳 Online – IRS Direct Pay.
🏦 Electronic Funds Withdrawal.
📬 Mailing a Check – Include Form 1040-V with your payment.
6. Track Your Amended Return Status
It takes the IRS up to 20 weeks to process an amended return. You can check the status at:
🔎 Where’s My Amended Return? – Track it here.
📅 Note: If you expect a refund, don’t file another return while waiting—this can cause delays.
7. Amend Your State Tax Return (If Needed)
If you amended your federal return, you may need to correct your state tax return too. Check your state’s tax agency for instructions.
Final Thoughts
Amending a tax return is a straightforward process, but act quickly to fix any major errors. If you need help, consider consulting a tax professional.