Amended Tax Returns
Made a mistake or received new documents? We’ll prepare and file an amendment to correct your return and keep you in good standing with the IRS.
We amend individual returns (Form 1040-X). Business entity amendments available on request.
What We Need to Amend Your Return
Individuals (Form 1040-X)
- Copy of original return (Form 1040) and any schedules
- Corrected or missing W-2s, 1099s, 1095-A, brokerage statements, etc.
- IRS or state notices (if any)
- Documents supporting each change (receipts, statements, letters)
- Short written explanation of what changed and why
Upload everything through the secure Client Portal. If you’re unsure about a document, upload it—we’ll advise.
Common Reasons for Amending
Common triggers
- Missed income (W-2/1099/1099-K), or incorrect totals
- Forgotten deductions or credits (education, EITC, CTC, AOTC)
- Wrong filing status or dependents
- Received a corrected 1095-A (Marketplace insurance)
- IRS or state correction notice points out an error
Timing rules
- Generally file within 3 years of the original due date, or within 2 years of paying the tax—whichever is later.
- Late refund claims are typically disallowed; don’t wait if a refund is due.
Our Amendment Process (Step by Step)
1) Intake & Document Review
- Upload your original return, new/corrected forms, and any IRS letters.
- We confirm what changed and whether an amendment is needed.
2) Amendment Strategy & Quote
- We outline the fixes, potential refund/amount due, and any timing issues.
- You’ll receive a clear scope and price before we proceed.
3) Prepare Form 1040-X & Schedules
- We adjust the affected schedules, credits, and income items.
- We draft your explanation statement for the IRS.
4) Review & E-Sign
- Preview the amended return in your portal.
- Approve electronically and e-sign any required forms/consents.
5) Filing & Tracking
- We e-file when available; some years may require mailing.
- You’ll get confirmation and tracking instructions in your portal.
6) Follow-Up & Notices
- We monitor for IRS/state responses and keep you updated.
- If a notice arrives, upload it—we’ll advise next steps.
Timeline
Typical prep & filing: 3–7 business days after we have complete documents. IRS processing: often 8–12 weeks (can be longer during peak seasons).
Pricing: Amendments start at $175 for a federal return (plus state if applicable). Final fee depends on complexity and number of changes.
Upload your corrected documents securely and we’ll handle the rest.
We’ll prepare Form 1040-X, explain each change in plain English, and file it the right way.
We follow Circular 230 standards, IRS Form 7216 consent rules, and secure document handling best practices.