Don’t freak out if you find a mistake on your tax return after you’ve already submitted it. The majority of the time, all you need to do is submit an updated tax return.

How Do I File an Amended Return? Which Tax Form?

To submit an updated (corrected) tax return, taxpayers can utilize Form 1040X, Amended U.S. Individual Income Tax Return. Only submit an updated tax return if you need to make adjustments or corrections to your first tax return. For instance, if you need to adjust your income, deductions, or credits, you should revise your return. If the taxpayer’s filing status changes or they want to add a dependent who was already included on another return, they may also electronically edit their return.

To fix arithmetic mistakes, you often don’t need to submit an amended return since the IRS takes care of such adjustments for you automatically. Don’t submit an updated return if you neglected to include tax documents like schedules or W-2s, either. Normally, the IRS will send you a letter requesting those.

Generally, you have three years from when you first filed your tax return to submit Form 1040X, or two years from when you paid the tax, whichever comes first. For instance, April 15, 2023, is the deadline for the majority of individuals to submit a 2019 refund claim. Certain claims may be subject to special restrictions. Call if you would like further details about this.

Correction of a Tax Return

You may now submit the Form 1040-X, Amended U.S. Individual Income Tax Return, online using available tax software programs if you need to make changes to your Forms 1040 or 1040-SR for the tax years 2019, 2020, or 2021. If you are making changes to more than one tax return, you should create separate Forms 1040X for each one, noting the tax year of the return you are making changes to in the appropriate spot at the top of each form. In general, taxpayers should follow the directions for completing and submitting the paper version of Form 1040-X as it is still an option.

Up to three “acceptable” Amended Returns may be electronically filed by a taxpayer. All further tries will be refused after the third acceptable Amended Return.

Amended Returns submitted online are likewise subject to the standard processing period (after being received by the IRS) of up to 16 weeks. The IRS cannot be contacted to hasten the processing of a revised return. Direct payments for Amended Returns are not currently permitted, therefore taxpayers should be aware of this.

making a second refund claim. Wait until you’ve received your first tax refund before submitting Form 1040X if you’re amending your tax return to get an extra refund. It might take up to 16 weeks to complete amended returns. While you wait for the extra refund, you may cash the cheque for your first return.

further taxes. To reduce interest and penalties on unpaid taxes, if you owe extra taxes, submit Form 1040X and pay the tax as soon as you can. IRS Direct Pay allows you to pay your taxes from a checking or savings account.

A Paper Return’s Due Date

Amended returns must be submitted on paper for tax years other than 2019, 2020, and 2021 for 1040 and 1040-SR forms as well as any other tax types. Additionally, if you are modifying a return from a previous year and the original return for that year was submitted on paper during the current processing year, the updated return also has to be submitted on paper. In the instructions for Form 1040X, you can discover the correct IRS address to send your return.

You must use a different envelope for each return if you need to send the IRS more than one revised tax return.

changes for 2022

More forms may now be changed online starting in June 2022. In this category are those submitting amendments to Forms 1040-NR, U.S. Nonresident Alien Income Tax Return, 1040-SS, U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico), and 1040-PR, Self-Employment Tax Return – Puerto Rico.

For Forms 1040/1040-SR, 1040-NR, and 1040-SS/1040-PR, a new electronic checkbox has also been added to indicate that a superseding return is being filed electronically. The term “superseded return” refers to a return that has been filed after the initial return but before the due date, including extensions.

Keeping track of a return’s status

Three weeks after filing, you may check the progress of your revised tax return for the current tax year. Additionally, you may look up the standing of up to three earlier years’ amended returns. Enter your taxpayer identification number, which is often your Social Security number, your birthdate, and your zip code to utilize the “Where’s My Amended Return” function on the IRS website. If you’ve submitted revised returns for more than one year, you may choose each year separately to see how they stand.

Any Questions Regarding Amended Returns?

Call us right away if you need help submitting an updated return or have questions concerning Form 1040X.


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Tetyana Ser-Manukyan | Glendale Location Manager

Tetyana is a 2nd generation accountant and the Founder of Integrity Accounting Solutions, Inc. She is a meticulously organized and detail-oriented professional with over 23 years of experience in accounting industry.

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Marilyn Motsenbocker | Long Beach Location Manager

With more than 35 years of experience in accounting and finance, her managerial expertise and knowledge add value to our firm and complement the well-being of our customers.

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