Amended Tax Returns (1040-X)
Need to fix a filed return? We’ll review what changed, explain the impact, and prepare your 1040-X correctly. We e-file when eligible, or mail with the proper attachments.
- Clear summary of changes & reason
- Refund/amount-owed impact explained
- Copies of all forms provided
- Third Party Designee included with memberships
What’s Included
- Prior return review (federal + state as applicable)
- Identify and document the change(s) & reason
- Prepare Form 1040-X and required schedules
- E-file the amendment when available; otherwise mail-ready packet
- Refund/amount-owed impact summary
- Copies for your records and portal storage
- Audit/appeals representation (offered separately)
- Full bookkeeping reconstruction for missing records
- Third-party data retrieval beyond client-provided docs
Most amended returns take the IRS several weeks to process; timing varies by year and state. You can check updates using the IRS WMAR tool.
Document Checklist
Upload securely in the Client Portal. Please don’t email sensitive info.
Required
- Copy of the original filed return (federal + state, if applicable)
- IRS/state notice (if any) or a brief explanation of the change
- Corrected/late documents (e.g., W-2C, new/updated 1099, 1095-A, 1098-T, corrected brokerage 1099)
- Updated banking details if refund method changed
Helpful (if available)
- Prior-year AGI/PIN (for e-file identity match)
- IRS IP PIN (if you have one)
- Transcripts or portal screenshots that support the change
- State letters or online messages if a state is affected
Amended Return FAQs
How long does an amended return take?
Many amended returns take several weeks to process and can take longer during peak season.
You can track status on the IRS
Where’s My Amended Return (WMAR).
Can every 1040-X be e-filed?
Most recent-year amendments can be e-filed; older years or certain changes may require a paper mail-in.
We’ll advise which method applies after review.
If I owe more tax, will there be penalties or interest?
Interest typically accrues from the original due date on any additional tax owed.
Penalties may apply depending on the situation and timing. Paying as soon as possible generally reduces costs.
Will filing an amendment delay my original refund?
If your original return is still processing, the amendment is handled separately and may not update the original refund timeline.
Use IRS
Where’s My Refund (WMR)
for the original and WMAR for the amendment.
Do I need to amend my state return too?
If your federal changes flow to your state, you may need a state amendment. We’ll let you know and prepare it if required.
What documents should I provide for an amendment?
See the checklist above. At minimum: a copy of your originally filed return, the corrected/new documents, and any IRS/state letters.
✔ IRS-Authorized e-File
•
🔒 Encrypted Client Portal
•
🏆 Serving clients since 2017