How to Amend a Return

Updated for filing 2024 tax returns

What Steps Should I Take to Fix Mistakes in My Tax Return? 

When you catch a mistake on your tax return after you’ve sent it, there are three possible outcomes: 

• The IRS catches the error and corrects it because it's a simple math or calculation mistake 

• The IRS catches the error, cannot correct it, and rejects your return 

• The IRS doesn’t recognize the error and accepts the return 

For each case, the path forward is a bit different. The simple math or calculation mistake is obviously the simplest one—your input isn't required to correct the issue—so let’s talk about the second two outcomes. 

How do I fix my tax return if it gets rejected? 

If the IRS computers look at your return and something doesn’t add up, your tax return gets rejected. The issue could be as simple as a typo in a Social Security Number or an address. 

The good news is that you can simply file your taxes again—no amended return process needed. Just log back into 1040.com to see which part of your return needs to be corrected, make the change, and refile.  (And there will be no extra charge!). 

Here are a few of the most common errors: 

• A name doesn’t match Social Security records 

• An address was incorrect 

• An Employer Identification Number (EIN) was incorrect 

• A date of birth was incorrect 

• A child was claimed on someone else’s return (an ex-spouse, usually) 

• Using the “Married Filing Separately” status in a “community property” state – AZ, CA, ID, LA, NM, NV, TX, WA, or WI – which is not allowed 

• An incorrect number was used to identify yourself to the IRS, such as an incorrect prior-year AGI or Employer Identification Number (EIN) 

What do I do if my return is rejected even when everything is correct? 

Sometimes, correcting an error on a rejected return is not so easy. You may go ‘round and ‘round, trying to get your AGI right, for example. You say it’s one number, the IRS says, “Sorry, it’s not.” 

Check to see if you have an IP PIN. Even if you get your prior-year AGI correct, if you leave out your IP PIN, your tax return will be rejected. 

What do you do when you just can’t get your return accepted? 

What if you are sure of your data, and the IRS still says it’s wrong? This sometimes happens with names, Social Security Numbers, and birth dates. You could enter exactly what’s on your child’s Social Security card, and the IRS could still say it isn’t correct. What’s going on? In this case, the IRS is probably just relying on incorrect data it got from the Social Security Administration—errors do sometimes creep in. 

In cases such as this, our recommendation is to simply mail your return. You can try to correct the problem with the SSA and IRS, but it won’t be a quick resolution, and you needn’t hold your return up while you’re waiting. 

Don’t get us wrong—we like the e-file process. We know it’s the quickest, safest way to file your tax return. But for a tiny percentage of returns, it’s not perfect. 

How do I correct a mistake on my taxes after the IRS accepts my return? 

If you’ve found a mistake after the IRS officially accepts your return, you could wonder if there’s anything actually wrong with it. After all, if the IRS approved it, doesn’t that mean your tax return was fine? 

That depends on the error on the return. You normally don’t need to correct math errors—the IRS will catch and make those changes for you. 

On the other hand, mistakes having to do with personally identifiable information (PII), filing status, dependents, total income, or tax breaks should be corrected, which is done by using Form 1040X. 

What is Form 1040X? 

Form 1040X, Amended U.S. Individual Income Tax Return, is a special tax form used to correct errors on your tax return. It serves as a road map to any mistakes and to your corrections. 

Your Form 1040X is only one part of the amended return; make sure to attach your new and improved tax return with all the correct information on it. Once you have everything you need, print and mail the Form 1040X and tax return in a single package. 

When should I file Form 1040X? 

The IRS says you probably need to amend your return if you made a mistake on your filing status, your income, deductions or credits on your original return. You should also amend your return to: 

• Correct information on your Form 1040, 1040-NR, or 1040-NR EZ 

• Make certain elections after the prescribed deadline 

• Change amounts previously adjusted by the IRS 

• Make a claim for a carryback due to a loss or unused credit 

If you’re due a refund from your original return, wait until you get the refund before filing Form 1040X to claim an additional refund. On the other hand, if you owe more tax, you should file the amended return—and pay the tax—as soon as possible to reduce any interest and penalties. 

There’s a three-year window to filing an amended return in order to claim a refund. That means you have three years from the date you e-filed your original return, or two years from the date you paid the tax, if that date is later. 

There are some special rules that may apply; consult the 1040X instructions for those. 

Amending more than one return? You’ll need to prepare a 1040X for each year you amend. Write the year of the return at the top of the 1040X. Form instructions can tell you where to mail it. 

What should I include with a Form 1040X? 

You should include a copy of your tax return with any incorrect or missing information corrected. Document and record the changed information on Form 1040X and then mail the amended return with the Form 1040X to your nearest IRS office. 

Can you file a Form 1040X online? 

Form 1040X can be e-filed and is available through some companies. 1040.com does not currently offer 1040X e-file; however, while you can’t send the amended return online through 1040.com, you can use 1040.com again to correct the tax return and complete the Form 1040X. 

Before you start filling out Form 1040X, make sure you print your original return so that you’ll have it to refer to. Then, print Form 1040X and the corrected version of your tax return and mail the whole package to the IRS address provided below. 

Where do I mail my Form 1040X? 

How do I amend my state return? 

If your state return is accepted, you’ll also need to file an amended state return. Check your state’s tax department website for information on how to do that. 

Do I have to file an amended return if a letter from the IRS says I’m missing information? 

If you didn’t attach a required tax form, the IRS will usually send a request for it before actually approving your return. You won’t have to amend your tax return, since the IRS hasn’t put a “rejected” or “accepted” stamp on it—simply complete and return the missing form according to the letter’s instruction. 

Remember: The IRS will never request personal information through email, or by phone or the Internet. If you receive electronic communications claiming to be from the IRS, you can safely ignore them. 

File with 1040.com for 100% accurate calculations 

That’s a guarantee—when you file with us, we’ll make sure the math is accurate.  

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