Amended returns
Fix your tax return the right way.
Missed a form, used the wrong filing status, or forgot a credit? We prepare amended returns to correct it — federal and state.
Prefer to talk? Call +1 (302) 202-2139
Service
Tax Amendments
What's included
- Review of your original return
- Form 1040-X preparation
- Amended state returns
- Residency status corrections (1040 vs. 1040-NR)
- Coordination with any related IRS notice
Sound familiar?
Common reasons people need to amend
- A corrected W-2 or 1099 arrived after you filed
- Wrong filing status or residency status
- Missed deductions, credits or dependents
- Unreported income flagged by the IRS
The service
How amending works
An amended federal return is filed on Form 1040-X and shows the original figures, the corrected figures and an explanation of the change. Most states have their own amendment process.
Generally, you can claim a refund with an amended return within three years of filing the original return or two years of paying the tax, whichever is later.
- Review of your original return
- Form 1040-X preparation
- Amended state returns
- Residency status corrections (1040 vs. 1040-NR)
- Coordination with any related IRS notice
Who needs it
- Anyone who received corrected tax forms after filing
- Taxpayers who filed with the wrong status
- People who missed credits or deductions
- Visa holders who filed the wrong return type
Documents to have ready
- Copy of the original filed return
- Corrected or newly received tax forms
- Any IRS or state notice you received
- Supporting documents for the change
Don't have everything? Start anyway — we'll tell you exactly what's missing.
Process
How it works
What to expect with our Tax Amendments service.
- 01
Tell us about your situation
Share a few details online or by phone so we understand what you need.
- 02
Upload your documents
Send your documents through our secure upload — from your phone or computer.
- 03
Professional review
We compare your original return with the corrected information and prepare the amendment.
- 04
File & track
We file the amended return and help you track it — amendments typically take longer to process.
The details
Forms, deadlines and common mistakes
What the Tax Amendments process involves, so you know what to expect before you start.
Forms involved
- Form 1040-X
- Amended U.S. individual income tax return
- State amended return
- Usually needed too when the federal change affects state tax
Key deadlines
- 3 years / 2 years
- To claim a refund: within 3 years of filing the original return or 2 years of paying the tax, whichever is later
A due date on a weekend or legal holiday moves to the next business day. See all tax deadlines.
Common mistakes we fix
- Amending for a math error the IRS already corrected
- Forgetting to amend the state return as well
- Paper-filing when the return could be e-filed (tax years 2022 and later can be e-filed with software)
Pricing
Fees depend on how complex your situation is — for example the number of forms, states, accounts or years involved. You get a quote before any work begins, and there is no charge for the first conversation.
Official sources
General information, not advice for your situation. Read our disclaimer.
Prepared by professionals. Explained clearly.
- Registered Electronic Return Originator (ERO) with the IRS
- Returns prepared by CPAs, CAs, EAs and PTIN-holding tax professionals
- Practice guided by IRS Circular 230
22,291+
Customers served
4.9/5
Customer rating
10+
Years of experience
.
Tax Amendments FAQs
Still have questions? Talk to our team
Get started
Tell us what you need
Share a few details and our team will contact you to discuss the right next step.
Related services
Federal Tax Filing
Professional preparation and e-filing of your federal individual income tax return.
Learn MoreIRS Representation
Help responding to IRS notices and support through the audit process.
Learn MoreState Tax Filing
State-specific filing for residents, part-year residents and multi-state earners.
Learn MoreReady to Get Your Taxes Sorted?
Start with a simple conversation. Tell us what you need and we'll help you determine the right next step.