Form 1040X Rev. January 2017 Department of the Treasury Internal Revenue Service Amended U.S. Individual Income Tax Return OMB No. 1545-0074 Information about Form 1040X and its separate instructions is at www.irs.gov/form1040x. This is the amount overpaid on this return Amount of line 21 you want refunded to you. estimated tax. 23 Complete and sign this form on Page 2. For Paperwork Reduction Act Notice see instructions. Cat. No. 11360L Form 1040X Rev. 1-2017 Page 2 Part I Exemptions Complete...this part only if you are increasing or decreasing the number of exemptions personal and dependents claimed on line 6d of the return you are amending. 23 Complete and sign this form on Page 2. For Paperwork Reduction Act Notice see instructions. Cat. No. 11360L Form 1040X Rev. 1-2017 Page 2 Part I Exemptions Complete this part only if you are increasing or decreasing the number of exemptions personal and dependents claimed on line 6d of the return you are amending. A. Original number of...exemptions or amount reported or See Form 1040 or Form 1040A instructions and Form 1040X instructions. This return is for calendar year Other year. 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. If you have a foreign address also complete spaces below see instructions. Foreign country name Foreign province/state/county Amended return filing status. 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 joint 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 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 general business credit carryback is included check here. Health care individual responsibility see instructions. Other taxes. Total tax. Add lines 8 9 and 10. Payments Federal income tax withheld and excess social security and tier 1 RRTA tax withheld If...changing see instructions.
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Instructions and Help about IRS 1040-X
How to edit IRS 1040-X
How to fill out IRS 1040-X
Instructions and Help about IRS 1040-X
How to edit IRS 1040-X
Editing the IRS 1040-X tax form requires careful attention to detail. You may need to correct errors related to previously filed returns or clarify information that may have changed. Use pdfFiller to access an editable version of the form. This platform allows users to make necessary adjustments before finalizing the submission.
How to fill out IRS 1040-X
Filling out the IRS 1040-X involves a systematic approach to ensure accuracy. Start by gathering your original tax return and any accompanying documentation. Follow these general steps:
01
Obtain a copy of the IRS 1040-X form.
02
Fill in your personal information as displayed on your original return.
03
Indicate the tax year you are amending, as this is crucial for the IRS processing.
04
Clearly outline the adjustments you are making in the designated sections.
05
Provide a detailed explanation of why you are amending your return.
Taking care during this process will help to avoid delays in the processing of your amendment.
About IRS 1040-X 2020 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 2020 previous version
What is IRS 1040-X?
IRS 1040-X is the tax form used to amend a previously filed 1040 tax return. This form is essential for correcting mistakes or including additional information that may change your tax liability. It allows taxpayers to make necessary adjustments and ensure compliance with IRS regulations.
What is the purpose of this form?
The purpose of the IRS 1040-X is to enable taxpayers to correct errors on their original tax returns. This includes changes to income, deductions, or credits claimed. By submitting this form, you can rectify your tax situation and potentially receive refunds or avoid penalties that might result from inaccuracies in your original filing.
Who needs the form?
Taxpayers who need to make changes to their federal income tax returns should use IRS 1040-X. Common scenarios include correcting mathematical errors, updating filing status, or claiming overlooked credits. If you believe that your tax return may affect your overall tax liability, this form is necessary.
When am I exempt from filling out this form?
You are generally exempt from filling out the IRS 1040-X if your tax return is accurate and does not require any revisions. Additionally, if you have filed an amended return for the same tax year relating to the same issues, further amendments may not be necessary.
Components of the form
The IRS 1040-X consists of three columns. The first column shows original figures, the second column indicates the changes made, and the third column reflects the corrected amounts. This structured format helps the IRS quickly identify changes and adjust your tax records accordingly.
What are the penalties for not issuing the form?
Failing to submit an IRS 1040-X when necessary can lead to various penalties, including late fees and interest on any unpaid taxes. It may also result in an audit or other scrutiny from the IRS for discrepancies in your filed tax records.
What information do you need when you file the form?
When filing IRS 1040-X, you will need the following information:
01
Your personal identification details, including Social Security numbers.
02
Details from your original tax return.
03
Documentation for any new information or amended figures.
Having these materials ready will facilitate a smoother amendment process.
Is the form accompanied by other forms?
In some cases, IRS 1040-X may need to be accompanied by additional forms, especially if the changes include new credits or deductions that require separate reporting. Examples include Schedule A for itemized deductions or Form 8862 for claiming a prior-year return of the Earned Income Tax Credit.
Where do I send the form?
The IRS 1040-X should be sent to the address listed in the form's instructions. This can vary based on your state of residence and if you're including a payment. Make sure to verify the correct mailing address for your circumstances to avoid any processing delays.
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