How to Amend a Federal Tax Return
If you need to make changes to a federal tax return you have already filed, you will need to file an amended tax return using Form 1040-X. Here are the steps to amend your federal tax return:
1. Gather your documents: You will need your original tax return, any supporting documents, and any new documents that you want to include with the amended return.
2. Download Form 1040-X: You can download Form 1040-X from the IRS website, or you can request a paper copy by calling 1-800-TAX-FORM (1-800-829-3676).
3. Fill out Form 1040-X: The form has three columns: Column A is for the original figures from your original return, Column C is for the corrected figures, and Column B is the difference between Column A and Column C. Complete the form carefully and double-check all the figures.
4. Explain the reason for the amendment: You will need to explain the reason for the amendment on the back of Form 1040-X. Be specific and provide as much detail as possible.
5. Attach any supporting documents: If you are amending your return because you forgot to include income or deductions, you will need to attach the appropriate documents (such as W-2s or 1099s).
6. Mail the amended return: Once you have completed the form and attached any necessary documents, mail the amended return to the address listed in the instructions for Form 1040-X. Be sure to keep a copy for your records.
It's important to note that amending your return may delay your refund or result in additional taxes owed, so it's a good idea to consult with a tax professional if you are unsure about how to proceed.