Get the free Form 1040X

Instructions for filing an Amended U.S. Individual Income Tax Return, including general instructions, filing guidelines, and specific situations that require amendments.

How to fill out form 1040x

How to fill out Form 1040X

1. Obtain Form 1040X from the IRS website or your tax preparer.
2. Fill in your personal information at the top of the form, including your name, address, and Social Security number.
3. Indicate the tax year you are amending in the appropriate box.
4. Complete Column A with the figures from your original return.
5. Enter the changes you are making in Column B.
6. Calculate the differences and enter them in Column C.
7. Provide a detailed explanation of each change in Part III of the form.
8. Sign and date the form before submitting it.
9. Mail the completed Form 1040X to the appropriate address listed in the form instructions.

Who needs Form 1040X?

1. Individuals who need to amend their federal income tax return due to errors or changes in income, deductions, or credits.
2. Taxpayers who have received a notice from the IRS indicating a correction is required.
3. Anyone who needs to change their filing status, dependents, or any other information on their original return.

People Also Ask about

Can I file a 1040x myself?

You can file Form 1040-X, Amended U.S. Individual Income Tax Return electronically with tax filing software to amend your Form 1040, 1040-SR, 1040-NR, or 1040-SS/PR for the current or two prior tax periods. If amending a prior year return originally filed on paper, then the amended return must also be filed on paper.

Does IRS charge penalties on amended returns?

If you owe additional tax, file your amended return, and pay the tax by the April due date to avoid penalties and interest. Your return will replace your original return. If you file after the April due date, don't include any interest or penalties on your amended return.

What are the consequences of amending a tax return?

Is there a penalty for amending a return? No, not in most cases. But, if the reason you're amending your tax return is because you made a mistake that means you underpaid the IRS, you CAN owe the IRS money and could face other penalties and interest.

How long do you have to amend a tax return without penalty?

How long do you have to file an amended tax return? The IRS limits the amount of time you have to file an amended return to claim a refund to: within three years from the original filing deadline. within two years of paying the tax due for that year, if that date is later.

Can I download a 1040x form?

Download Form 1040-X from the IRS website.

What do I send with a 1040x amended return?

When mailing your federal amended return, you will need to send the following: 1040-X. Income documents such as W-2's and 1099 forms if they support the changes on the return. Any forms that have a calculation change from the original return. Payments if you do not wish to pay electronically.

Do you have to pay a fee to amend a tax return?

The fee for filing an amended tax return can vary significantly, but a general range is between $200 and $1,500. Here is a more detailed breakdown of these costs based on different factors.

Is there a penalty for filing an amended tax return?

There is no penalty for simply filing an amended return. But if your mistake caused you to underpay tax, you will owe that additional tax. If you amend your tax return before the April deadline and pay the remaining tax you owe, you won't have to pay a penalty.

For pdfFiller’s FAQs

What is Form 1040X?

Form 1040X is the Amended U.S. Individual Income Tax Return used by taxpayers to correct errors made on their original Form 1040, 1040A, or 1040EZ.

Who is required to file Form 1040X?

Taxpayers who need to amend their previously filed tax returns to fix errors or make changes to income, deductions, or credits are required to file Form 1040X.

How to fill out Form 1040X?

To fill out Form 1040X, you need to provide your basic information, explain the changes being made, complete the sections for the original return and the amended amounts, and then sign and date the form.

What is the purpose of Form 1040X?

The purpose of Form 1040X is to allow taxpayers to correct their previously filed tax returns, ensuring accurate tax reporting and compliance with IRS regulations.

What information must be reported on Form 1040X?

Form 1040X requires taxpayers to report their original amounts from the previous return, the corrected amounts for the amended return, and a detailed explanation of the changes being made.