How to Fix an Error on Your Tax Return (Step-by-Step)
Tax season can be stressful, and let us be honest — mistakes happen. Maybe you forgot a form, entered the wrong income amount, or left out a deduction. The good news? The IRS expects this sometimes, and they have made it possible to fix errors even after you have filed. It is called amending your return, and here is what you need to know.
What Is an Amended Return?
An amended return is a corrected version of your originally filed tax return. It is used to fix errors such as:
Reporting incorrect income
Missing tax credits or deductions
Filing with the wrong status (for example, single instead of head of household)
Forgetting to include a dependent
When Should You Amend a Return?
You should amend your return if:
You discover an error that changes your tax liability (more refund or more owed)
You receive a new form (like a corrected 1099 or W-2) after filing
You qualify for a deduction or credit you forgot to include
You do not need to amend if:
You made simple math errors (the IRS usually corrects those)
You forgot to attach a form or schedule (the IRS will often request it)
How to Amend Your Tax Return
Step 1: Wait for Your Original Return to Process
Before amending, make sure your original return is fully processed and your refund (if any) is received.
Step 2: Use Form 1040-X
The IRS form for amending a return is called Form 1040-X, “Amended U.S. Individual Income Tax Return.” You will use this to:
Explain what you are changing
Report the corrected figures
Include any new documentation
Step 3: File Electronically (If Eligible)
As of recent years, the IRS now accepts Form 1040-X electronically for tax years 2021 and later if you filed the original return online. That means faster processing and fewer headaches.
Step 4: Mail If Necessary
If you are amending older returns (2020 or earlier), or if e-filing is not available for your situation, you will need to print and mail the Form 1040-X to the IRS. Be sure to follow the mailing instructions for your state or region.
Step 5: Include All Supporting Documents
If your amendment is based on a new or corrected form (like a 1099), be sure to include it with your 1040-X. Any new deductions or credits? Attach the relevant schedules.
Step 6: Track Your Amendment
You can track the status of your amended return using the IRS tool “Where is My Amended Return?” at irs.gov. Keep in mind: amended returns can take up to 16 weeks (or longer) to process.
What If I Owe More Taxes?
If your amendment shows that you owe more, it is best to pay as soon as possible to avoid interest and penalties. You can make payments online through the IRS website.
Bottom Line: Mistakes Happen — Let a Pro Help You Fix Them
If you have discovered an error on your tax return, do not panic. Amending a return is common, but it can get tricky — especially when you are unsure what needs to be changed or how it affects your refund or tax bill.
Rather than stress over the paperwork, let a tax professional handle it for you. We will help you:
Identify what needs to be corrected
Maximize any potential refund
Avoid unnecessary penalties or delays
Need help amending your return? Book a call with me here — I am here to make it simple and stress-free.
Disclaimer: This guide is for informational purposes only and does not constitute legal or tax advice. Always consult a qualified tax professional for advice specific to your situation.
