Instructions for Form 1040X Rev. December 2013 Department of the Treasury Internal Revenue Service Amended U.S. Individual Income Tax Return Section references are to the Internal Revenue Code unless otherwise noted. Contents Page Future Developments. Only the special procedures are given here. Unless otherwise stated you still must complete all appropriate lines on Form 1040X as discussed under Line Instructions later. Additional Medicare Tax. Beginning in 2013 a 0. 9 retirement RRTA...compensation and self-employment income that are more than 125 000 if married filing separately 200 000 for any other filing status. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Campaign Fund You can use Form 1040X to have 3 go to the Presidential did not do so on your original return. This must be done within 201 2 months after the original due date for filing the return. For calendar year...2013 this period ends on January 4 2016. Additional Medicare Tax. Beginning in 2013 a 0. 9 retirement RRTA compensation and self-employment income that are more than 125 000 if married filing separately 200 000 for any other filing status. If your Medicare wages railroad retirement RRTA compensation or self-employment income is adjusted you may need to correct your liability if any for Additional Medicare Tax. When correcting Additional Medicare Tax liability attach to Form 1040X a corrected...Form 8959 Additional Medicare Tax and if correcting Medicare wages or railroad retirement RRTA compensation attach Form W-2 or Form W-2c. For more information see the Instructions for Form 8959. What s New. General Instructions. Purpose of Form. Interest and Penalties. When To File. Special Situations. Tracking Your Amended Return. Line Instructions. Calendar or Fiscal Year. Name Address and Social Security Number SSN. Amended Return Filing Status. Lines 1 Through 31 Which Lines To Complete....Columns A Through C. Income and Deductions. Line 1 Adjusted Gross Income. Line 2 Itemized Deductions or Standard Deduction. Line 4 Exemptions. Form 1040EZ Filers Lines 2 and 4. Line 5 Taxable Income. Tax Liability. Line 6 Tax. Line 7 Credits. Line 9 Other Taxes. Payments. Line 11 Withholding. Line 12 Estimated Tax Payments. Line 13 Earned Income Credit EIC. Line 14 Refundable Credits. Line 15 Amount Paid With Extension or Tax Return. Line 16 Total Payments. Refund or Amount You Owe. Line 17...Overpayment. Line 18 Amount Available To Pay Additional Tax. Line 19 Amount You Owe. Refund. Estimated Tax. Part I Exemptions. Jan 07 2014. 5. 10 Line 29 Dependents. Part II Presidential Election Campaign Fund Part III Explanation of Changes. Paid Preparer. Assembling Your Return. Paperwork Reduction Act Notice. Estimates of Taxpayer Burden. For the latest information about developments related to Form 1040X and its instructions such as legislation enacted after they were published go to...www*irs*gov/form1040x. What s New Same-sex marriage. For federal tax purposes individuals of the same sex are considered married if they were lawfully married in a state or foreign country whose laws authorize the marriage of two individuals of the same sex even if the state or foreign country in which they now live does not recognize to someone of the same sex you may be able to amend the return to file as married filing separately or married filing jointly.
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Instructions and Help about IRS Instructions 1040X
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How to fill out IRS Instructions 1040X
Instructions and Help about IRS Instructions 1040X
How to edit IRS Instructions 1040X
To edit IRS Instructions 1040X, utilize pdfFiller's editing tools. You can enter data directly into the PDF, allowing for easy updates or corrections. After making the necessary edits, save the document for your records or to submit.
How to fill out IRS Instructions 1040X
To fill out IRS Instructions 1040X, follow these steps:
01
Download the form from the IRS website or access it through a tool like pdfFiller.
02
Begin by identifying the tax year for which you are amending your tax return.
03
Complete the top portion with your name, Social Security number, and address.
04
Explain your reason for amending the return in the space provided.
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Provide the necessary financial details as prompted on the form.
About IRS Instructions 1040X 2013 previous version
What is IRS Instructions 1040X?
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?
Where do I send the form?
About IRS Instructions 1040X 2013 previous version
What is IRS Instructions 1040X?
IRS Instructions 1040X is the official guide for completing Form 1040X, which is used to amend a previously filed federal income tax return. The form allows taxpayers to correct errors, adjust their filing status, or claim additional credits or deductions they may have missed.
What is the purpose of this form?
The purpose of IRS Instructions 1040X is to provide guidance on how to properly complete Form 1040X. This form is essential for correcting errors in income, deductions, or credits reported in your original tax return. Amending your return can help ensure your tax records are accurate and compliant with IRS regulations.
Who needs the form?
You need IRS Instructions 1040X if you have previously filed a tax return and need to make corrections or amendments. Common scenarios include correcting information about income, changing filing status, or claiming additional deductions or credits. If you realize discrepancies before the IRS contacts you, it is recommended to file an amendment.
When am I exempt from filling out this form?
You may be exempt from filling out IRS Instructions 1040X if your initial tax return was only filed for informational purposes and did not result in taxes owed or refunds. Additionally, if you are not changing any previously reported information, there is no need for this form. It's important to assess the necessity based on your unique tax situation.
Components of the form
IRS Instructions 1040X consists of several key components, including:
01
A section for personal identification information.
02
A column for reporting the original amounts from the tax return.
03
A column for the corrected amounts.
04
A section for explaining the reason for the amendment.
Each component plays a crucial role in ensuring your amendment is processed accurately.
What are the penalties for not issuing the form?
Failing to file IRS Instructions 1040X when necessary can result in penalties, including interest on any unpaid taxes. The IRS could also deny claims for refunds or credits based on unreported income or discrepancies. It is essential to file this form to avoid complications with your tax situation.
What information do you need when you file the form?
When filing IRS Instructions 1040X, gather the following information:
01
Your original tax return information.
02
Any documents pertaining to the changes being made, such as W-2s, 1099 forms, or records of additional deductions.
03
Your Social Security number and any other identification details required.
Where do I send the form?
Where to send IRS Instructions 1040X depends on your state of residence. The form and accompanying documents should be mailed to the appropriate IRS address, which can be found on the IRS website. Always check the current mailing addresses to ensure proper processing.
FAQ about IRS Instructions 1040X
What should I do if my IRS Instructions 1040X shows up as rejected after e-filing?
If your IRS Instructions 1040X is rejected after e-filing, carefully review the rejection codes provided. Common reasons include inconsistencies in personal information or issues with your SSN. Once you've identified the error, make the necessary corrections and resubmit your amended return promptly to avoid further issues.
How can I confirm that my IRS Instructions 1040X has been received by the IRS?
To verify the receipt of your IRS Instructions 1040X, you can use the IRS 'Where’s My Amended Return?' tool. This online resource allows you to track the status of your amendment and provides updates about the processing stages, including when it has been accepted or is undergoing review.
What are the consequences of not filing the IRS Instructions 1040X correctly?
Failing to file your IRS Instructions 1040X correctly can lead to delays in processing your amended return and possible penalties. It may also result in unresolved tax discrepancies, which could impact your tax filings in future years. To minimize risks, ensure all information is accurate before submission.
Can a third party file my IRS Instructions 1040X on my behalf?
Yes, a designated third party can file your IRS Instructions 1040X on your behalf if you provide them with a valid Power of Attorney (POA). This ensures they have the authority to handle your tax matters, while you also need to stay informed about your filing status and any potential implications.
What are some common errors to be aware of when submitting the IRS Instructions 1040X?
When submitting your IRS Instructions 1040X, common errors include incorrect personal information, missing signatures, and failing to include all required schedules or documents. To avoid these mistakes, double-check all entries and ensure that you include any necessary supporting documentation.
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