Form 1040X Rev. January 2018 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. This return is for calendar year Other year. Original number of exemptions or amount reported or See Form 1040 or Form 1040A instructions and Form 1040X instructions. 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. If you have a foreign address also complete spaces below see instructions. Foreign country name Foreign province/state/county Amended return filing status. 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. Enter the result here and on line 4 on page 1 of this form. List ALL dependents children and others claimed on this amended return. If more than 4 dependents see instructions. 23 Complete and sign this form on Page 2. For Paperwork Reduction Act Notice see instructions. Cat. No. 11360L Form 1040X Rev. 1-2018 Page 2 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. Enter one...calendar year or fiscal year month and year ended Your first name and initial Last name Your social security number If a joint return spouse s first name and initial Spouse s social security number 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. You must check one box even if you are not changing your filing status. Caution In general you can t change your filing status from a joint return...to separate returns after the due date. Single Married filing jointly Head of household If the qualifying person is a child but not your dependent see instructions. Foreign postal code Full-year coverage. If all members of your household have fullyear minimal essential health care coverage check Yes. Otherwise check No* See instructions. Qualifying widow er Yes Use Part III on the back to explain any changes Income and Deductions No A. Original amount B. Net change or as previously amount of...increase adjusted or decrease explain in Part III Adjusted gross income. If a net operating loss NOL carryback is included check here. Itemized deductions or standard deduction. Subtract line 2 from line 1. Exemptions. If changing complete Part I on page 2 and enter the amount from line 29. Taxable income. Subtract line 4 from line 3. C. Correct amount Tax Liability Tax. Enter method s used to figure tax see instructions Credits. If a general business credit carryback is included check here....Health care individual responsibility see instructions.
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Instructions and Help about IRS 1040-X
How to edit IRS 1040-X
To edit the IRS 1040-X form, start by carefully reviewing the completed sections where corrections are needed. Cross out the incorrect information and write the correct details above it. Ensure any changes are clear and legible, following the form's instructions. Alternatively, use pdfFiller to edit and make changes digitally, allowing for a clean submission.
How to fill out IRS 1040-X
Filling out the IRS 1040-X form involves several steps to ensure accuracy. Begin by downloading the form from the IRS website or through a tax preparation service. Next, enter your details from the original return in the spaces provided. Then, list the changes you're making and the reasons for these adjustments. Review your calculations carefully before signing and submitting the form.
About IRS 1040-X 2018 previous version
What is IRS 1040-X?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS 1040-X 2018 previous version
What is IRS 1040-X?
IRS 1040-X is the official form used to amend a previously filed federal income tax return. It allows taxpayers to correct errors or make changes to their tax filings, such as adjusting income, deductions, or credits. This form can be used to address mistakes from the most recent tax year or an earlier one.
What is the purpose of this form?
The purpose of IRS 1040-X is to facilitate the correction of errors on a filed tax return. Whether you need to report additional income, claim overlooked deductions, or correct inaccurate filing status, this form enables you to make necessary adjustments. Filing an amended return ensures your tax records reflect accurate information, which is essential for compliance with U.S. tax laws.
Who needs the form?
Individuals who have filed their tax return but have discovered errors or omissions should use IRS 1040-X. Common scenarios include taxpayers who received corrected income documents, such as a W-2 or 1099, or those who realized they did not claim certain deductions or credits. If any aspect of your tax return has changed and requires amendment, you should complete and file this form.
When am I exempt from filling out this form?
You may be exempt from using IRS 1040-X if your tax return was accepted without issues by the IRS and no changes are necessary. Additionally, if the IRS corrects a minor error on your return and notifies you of the change, you do not need to file an amended return. If you do not owe additional taxes and do not seek refunds, an amendment may not be required.
Components of the form
The IRS 1040-X consists of three main sections: the identification section, the explanation of changes, and the tax computation section. The identification section collects personal details, while the explanation of changes section allows filers to describe what adjustments have been made and why. The tax computation section calculates any refund or balance due resulting from the amendments.
What are the penalties for not issuing the form?
Failing to file an IRS 1040-X when necessary may lead to penalties, particularly if you underreported your income and owe additional taxes. The IRS may assess interest on unpaid amounts, leading to increased liability over time. To avoid penalties, it's essential to amend your tax return promptly if you discover discrepancies.
What information do you need when you file the form?
When filing IRS 1040-X, you will need several key pieces of information. This includes your original tax return, any IRS correspondence regarding adjustments, documentation supporting the changes, and your personal identification details. Additionally, having your previous year's tax forms can help streamline the amendment process and ensure accuracy.
Is the form accompanied by other forms?
IRS 1040-X may be accompanied by supporting documentation that justifies the changes to your tax return. Depending on the nature of your amendments, you may need to attach additional forms, such as W-2 or 1099, as well as any other relevant schedules. Always check the IRS guidelines for specific requirements relating to accompanying forms.
Where do I send the form?
The destination for IRS 1040-X varies based on your location and whether you are enclosing payment. Typically, amended returns should be sent to the address indicated in the form’s instructions, which can be found on the IRS website. Ensure you verify the address based on your state to avoid delays in processing.
FAQ about IRS 1040-X
What should I do if my IRS 1040-X is rejected during e-filing?
If your IRS 1040-X is rejected, check the provided rejection codes to identify the issue. Common reasons include mismatched identification details or errors in the amended entries. Once corrected, you can resubmit your form, ensuring all information is accurate to minimize further rejections.
How can I verify if my IRS 1040-X was received and is being processed?
To verify the status of your IRS 1040-X, you can use the IRS 'Where's My Amended Return?' tool available on their website. This tool provides updates on the processing status, typically available 3 weeks after submission, allowing you to track the progress of your amended return.
What are common errors that can occur when submitting IRS 1040-X?
Common errors when submitting IRS 1040-X include providing incorrect personal identification details, failing to sign the form if filing by paper, and neglecting to include necessary supporting documentation. To avoid these pitfalls, meticulously review your form and ensure all sections are complete and accurate.
Is e-signature acceptable when filing an IRS 1040-X?
Yes, e-signatures are acceptable when filing an IRS 1040-X electronically. However, if you are submitting a paper version, ensure you provide a handwritten signature to validate your submission. Always check the IRS guidelines for any updates on electronic filing procedures.
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