If you discover an error on a filed return, you may need to file an amended return using Form 1040-X.
When to Amend
- Do Amend: If you need to correct your filing status, income, deductions, or credits.
- Do Not Amend: For simple math errors (the IRS usually corrects these) or missing forms (the IRS will send a letter requesting them).
The 3-Year Rule
To claim a refund, you generally must file Form 1040-X within 3 years after the date you filed your original return or within 2 years after the date you paid the tax, whichever is later.
How to File
You can now e-file Form 1040-X with commercial tax software for the current and two prior tax years. Processing can take up to 16 weeks.
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Official IRS Resource:About Form 1040-X, Amended U.S. Individual Income Tax Return
