- Step 1: Determine the year Determine when you made the error on your taxes. File an amended return that will give you a refund within three years. If you owe, file within one year to avoid penalties.
- Step 2: Get Form 1040X and additional documentation Get the most recent version of Form 1040X from irs.gov. Gather any additional documentation to support your changes, like receipts and W-2 forms.
- TIP: Check with your state tax agency for their rules and forms for amending a state return.
- Step 3: Complete Form 1040X Complete the 1040X, including information from your original tax return and an explanation for each change you are making.
- TIP: Plan ahead. The IRS estimates that it will take most people three and a half hours to complete the paperwork for amending a return.
- Step 4: Attach supporting documentation Attach any supporting documentation you have to the 1040X form. Write your name and social security number on the top of each attachment.
- Step 5: Mail materials to the IRS Mail all of your documents to your IRS regional service center, including a check if you owe additional taxes.
- Step 6: Wait 8 - 12 weeks for processing Wait eight to 12 weeks for the IRS to process your amended return and send you any refund you are due.
- FACT: Did you know? In 1862, President Lincoln and Congress created the first United States income tax to help pay for expenses during the Civil War.
You Will Need
- A computer with internet access
- An IRS Form 1040X
- Your W-2 form
- A copy of your tax return