Cat. No. 11360L Rev. 2-2009 Form 1040X Rev. 2-2009 Part I Page Exemptions. See Form 1040 or 1040A instructions. Form 1040X Department of the Treasury Internal Revenue Service OMB No. 1545-0074 Amended U.S. Individual Income Tax Return Rev. February 2009 This return is for calendar year See separate instructions. or fiscal year ended. Please print or type 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 Home address no. and street or P. O. box if mail is not delivered to your home Apt. no. Phone number City town or post office state and ZIP code. If you have a foreign address see page 4 of the instructions. A If the address shown above is different from that shown on your last return filed with the IRS would you like us to change it Yes No in our records B Filing status. Be sure to complete this line. Note. You cannot change from joint to separate returns after the due date. On original...return Single Married filing jointly Head of household Income and Deductions see instructions Tax Liability Adjusted gross income see page 4 Itemized deductions or standard deduction see page 4 Subtract line 2 from line 1 Exemptions. If changing fill in Parts I and II on the back see page 5 Taxable income. Subtract line 4 from line 3 Tax see page 5. Method used in col* C Credits see page 6 Other taxes see page 6 Total tax. Add lines 8 and 9 Federal income tax withheld and excess social security...and tier 1 RRTA tax withheld. If changing see page 6 Estimated tax payments including amount applied from prior year s return Earned income credit EIC Additional child tax credit from Form 8812 Credits Recovery rebate federal telephone excise tax or from Forms 2439 4136 5405 8885 or 8801 refundable credit only Amount paid with request for extension of time to file see page 6 Amount of tax paid with original return plus additional tax paid after it was filed Total payments. Add lines 11 through...17 in column C C. Correct amount Payments Qualifying widow er B. Net change A. Original amount or amount of increase as previously adjusted or decrease explain in Part II Use Part II on the back to explain any changes On this return If the qualifying person is a child but not your dependent see page 4 of the instructions. Refund or Amount You Owe Note. Allow 8-12 weeks to process Form 1040X. Overpayment if any as shown on original return or as previously adjusted by the IRS Amount you owe. If...line 10 column C is more than line 20 enter the difference and see page 6 If line 10 column C is less than line 20 enter the difference Amount of line 22 you want refunded to you Sign Here 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 of which the preparer has any knowledge.
pdfFiller is not affiliated with IRS
Get, Create, Make, and Sign IRS 1040-X
Edit your IRS 1040-X online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your IRS 1040-X via URL. You can also download, print, or export forms to your preferred cloud storage service.
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
To edit IRS 1040-X, you can use pdfFiller tools tailored for form completion. Simply upload your document to pdfFiller, and utilize the editing features to make necessary changes. After editing, you can save, print, or submit the form electronically based on your needs.
How to fill out IRS 1040-X
To fill out IRS 1040-X, follow these steps:
01
Obtain a copy of the form from the IRS website or pdfFiller.
02
Enter your details in the top section, including your name, address, and Social Security number.
03
Fill in the information relating to the original tax return and what changes you are making.
04
Provide explanations for the adjustments you are reporting in the explanation section.
05
Sign and date the form before submission.
About IRS 1040-X 2009 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
Due date
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 2009 previous version
What is IRS 1040-X?
IRS 1040-X is the Amended U.S. Individual Income Tax Return form used by taxpayers to correct errors on previously submitted 1040 forms. This form allows filers to make adjustments for income, deductions, or credits to ensure accurate tax reporting.
What is the purpose of this form?
The primary purpose of IRS 1040-X is to amend previously filed individual income tax returns. Taxpayers use this form to rectify mistakes, such as overlooked income or mistakes in filing status, ensuring compliance with tax regulations.
Who needs the form?
Anyone who has submitted a 1040 tax return and discovers an error must file IRS 1040-X. Common scenarios include underreporting income, claiming erroneous deductions, or changing filing status after the initial submission.
When am I exempt from filling out this form?
You may be exempt from filing IRS 1040-X if there are no changes to your tax liability, no corrections to previous income claims, or if the error does not influence your tax return outcome. Simply submitting a new, accurate return is typically sufficient in less complex cases.
Components of the form
The form consists of several key components, including the taxpayer's information, prior return data, the amended amounts, and an explanation section. Each section is divided to specify what changes are being requested and the reasons for those alterations.
Due date
IRS 1040-X must generally be filed within three years from the date you filed your original return or within two years from the date you paid your tax, if the payment date is later. It’s crucial to meet these deadlines to avoid penalties or additional fees.
What are the penalties for not issuing the form?
Failing to file IRS 1040-X when required may result in penalties, including interest on unpaid taxes and additional fees assessed by the IRS for non-compliance. It is vital to file an amended return as soon as errors are identified to mitigate potential penalties.
What information do you need when you file the form?
When filing IRS 1040-X, you need your original return details, any supporting documents relating to the changes, and accurate figures reflecting the amended amounts. Have your previous year’s tax return on hand for reference.
Is the form accompanied by other forms?
IRS 1040-X may require additional forms, such as schedules and attachments relevant to the changes being made. Ensure that all necessary documentation is included to support your amendments for the IRS review process.
Where do I send the form?
The mailing address for IRS 1040-X varies based on your state of residence. Typically, it should be sent to the appropriate address provided in the form instructions. Verify the correct mailing address on the IRS website or reference the 1040-X form's guidelines.
FAQ about IRS 1040-X
What should I do if my IRS 1040-X is rejected after filing?
If your IRS 1040-X is rejected, you will need to review the rejection codes provided by the IRS, which typically indicate the issue with your submission. Ensure that you correct the identified errors, then resubmit the amended return using the same method you chose initially, whether it’s e-filing or mailing a paper form.
How can I verify the receipt of my IRS 1040-X?
To verify the receipt of your IRS 1040-X, you can check the IRS 'Where's My Amended Return?' tool available on their website. This tool will provide updates on the status of your amended return, allowing you to track the processing timeline.
What are common mistakes to avoid when filing IRS 1040-X?
Common mistakes when filing IRS 1040-X include failing to sign the form, not providing the correct information for the changes being made, and submitting the form without the necessary documentation. Double-checking each entry before submission can help mitigate these errors.
Can I e-file my IRS 1040-X, and are there any special requirements?
Yes, you can e-file your IRS 1040-X, but you must use software that supports the amended return. It's crucial to ensure that you follow the specific guidance provided by the software regarding e-signatures and document attachments to avoid issues with acceptance.
What steps should I take if I receive a notice from the IRS regarding my 1040-X?
If you receive a notice from the IRS regarding your 1040-X, carefully read the contents to understand the nature of the inquiry or issue. Gather any requested documentation or information and respond accordingly within the specified time frame, ensuring that your response is clear and thorough.
See what our users say
Read user feedback and try pdfFiller to explore all its benefits for yourself
1
Anonymous Customer
Excellent tool. It's very feature rich and can be a bit confusing when trying to do some basic tasks. Once you explore a bit, it accomplishes what is required.
Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
