Amended Returns

Tax Season Resources

Amended Returns

Amended returns sometimes need to be completed. Maybe additional information was found that needs to be added to the income tax return, or circumstances changed in the law that allows us to modify the return to reduce taxable income. In any event, amended returns can be filed for the past three years, but not further back due to the statute of limitations.

We prepare most amended income tax returns outside of tax season. Depending on the circumstances, we can prepare them during tax season.

Beginning with 2019 amended individual income tax returns (Form 1040X), the IRS allows us to electronically file the amended return. Prior to 2019, all amended individual income tax returns (Form 1040X) must be paper filed and the processing time is lengthy. With a social security number, a date of birth and the zip code on file with the IRS, the status of an amended individual income tax return can be accessed through the IRS.gov website.
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Amended business income tax returns, not-for-profit income tax returns, and individual income tax returns (from 2019 forward) can be electronically filed, so the receipt is received very quickly. It can still take the IRS a significant amount of time to process the amended income tax return, but you will know that the IRS received it.

The process for preparing an amended income tax return is very similar to a standard income tax return - we still need an engagement letter signed by you and the change in the information necessary to file the return. In order to keep your personal information secure, tax return documents should be sent using File Exchange, fax, personal delivery, or an overnight service with tracking.

For a status update on your amended income tax return, please contact us.

It can take up to three (3) weeks after you mailed an amended return to show up online, and up to sixteen (16) weeks to process the return.

Check on the status of your Amended Individual Income Tax Return (1040X).