Back to top


Click here to go back

When a Taxpayer Should File an Amended Federal Tax Return

Posted by Admin Posted on May 03 2024

When a taxpayer realizes that their federal tax return has a math error, missing income or other mistake, they should file an amended tax return.

A taxpayer must file an amended return if they need to correct:

  • Filing status.
  • Income.
  • Deductions.
  • Credits.
  • Tax liability.

Math errors and missing schedules

Taxpayers usually do not need to file an amended return to fix a math error or if they forgot to attach a form or schedule. The IRS will correct the math error while processing the tax return and notify the taxpayer by mail. The agency will send a letter to request any missing forms or schedules.

The IRS Interactive Tax Assistant can help taxpayers decide if an amended return is necessary

Taxpayers can use the Should I file an amended return? tool in the Interactive Tax Assistant on to help decide if they should file an amended return to correct an error or make other changes if they already filed.

How to file an amended tax return

Taxpayers should use Form 1040-X, Amended U.S. Individual Income Tax Return, to correct a previously filed Form 1040-series return or to change amounts previously adjusted by the IRS. Taxpayers can file Form 1040-X electronically for their 2020, 2021, 2022 and 2023 Forms 1040 or 1040-SR. Additionally, they can electronically amend Form 1040-NR and Form 1040-SS/PR for tax years 2021, 2022 and 2023.

Check the status of an amended return

Taxpayers can check the status of their Form 1040-X with the Where's My Amended Return? online tool or by calling 866-464-2050 three weeks after filing it. They can also check the status of their refund with the Where’s My Refund? tool.

When using either tool, taxpayers will need to enter their Social Security or taxpayer identification number along with their date of birth and ZIP Code to prove their identity. Once authenticated, they can view the status of their amended return across three processing stages: received, adjusted and completed.

Some tax returns may take longer to process

The IRS issues most refunds in fewer than 21 days for taxpayers who filed electronically and choose direct deposit. Some returns have errors or need more review and may take longer to process.

If you have any questions regarding Essential Business Accounting, Domestic Taxation, International Taxation, IRS Representation, U.S. Tax Implications of Real Estate Transactions or Financial Statements, please give us a call at +1-305-274-5811

Source : IRS      

The information provided on the LBCPA Blog is a community service for general information purposes only, and should not be used as a substitute for consultation with professional advisors who specialize in the topics covered. Please refer to your advisors for specific advice on these subjects. The information is not intended to be used, and it cannot be used, for the purposes of avoiding U.S. Federal and/or State tax laws or the tax laws of any foreign jurisdiction.

These blogs contain general information only and Lord Breakspeare Callaghan LLC or any of the other companies or firms presenting information are not providing accounting, business, financial, investment, legal, tax, or other professional advice or services. Lord Breakspeare Callaghan LLC or any of the other companies or firms contributing with articles shall not be responsible for any loss sustained by any person who relies on this information.