Can you file 1040x online

If applicable for tax years other than , go to IRS. If you and your spouse are changing from separate returns to a joint return, follow these steps. Enter in column A the amounts from your return as originally filed or as previously adjusted either by you or the IRS. Read the instructions for column C to figure the amounts to enter in that column. You are changing amounts on your original return or as previously adjusted by the IRS. Because Form X can be used for so many purposes, it is sometimes difficult to know which part s of the form to fill out.

Unless specific instructions or rules such as those under Resident and nonresident aliens , earlier, apply, follow the rules below when completing your Form X. Always complete the top of page 1 through Amended return filing status. Complete the lines shown in the charts under Columns A Through C below according to what you are changing. Enter the amounts from your original return. However, if you previously amended that return or it was changed by the IRS, enter the adjusted amounts.

Enter the net increase or decrease for each line that you are changing. Explain each change in Part III. If you need more space, attach a statement. Attach any schedule or form relating to the change. For example, attach Schedule A Form if you are amending a Form to itemize deductions.

If you are amending your return because you received another Form W-2, attach a copy of the new Form W Subtract the decrease in column B from the amount in column A. She completes line 1 of Form X as follows.

Enter your adjusted gross income AGI , which is the total of your income minus certain deductions adjustments. Any change to the income or adjustments on the return you are amending will be reflected on this line.

A change you make to your AGI can cause other amounts to increase or decrease. For example, depending on the tax year, changing your AGI can change your:. Credit for child and dependent care expenses, child tax credit, education credits, retirement savings contributions credit, or premium tax credit;. Allowable charitable contributions deduction or the taxable amount of social security benefits; or. Complete and attach any applicable forms and schedules to support the amounts you refigured.

Attach a copy of all additional or corrected Forms W-2 you received after you filed your original return. If you itemized your deductions, enter in column A the total from your original Schedule A or your deduction as previously adjusted by the IRS. If you are now itemizing your deductions instead of using the standard deduction, or you have changed the amount of any deduction, or your AGI limitations have changed any deduction, attach a copy of the corrected Schedule A to this amended return.

If you are using the standard deduction, enter the amount for your filing status for the year you are amending. If you are taking the standard deduction, you may be able to claim a charitable deduction for certain cash contributions. Include on line 2 with your standard deduction amount your charitable deduction, if any, for cash contributions that you are allowed to take with your standard deduction.

Information on this charitable deduction will be in the tax return instructions for the year of the return you are amending if the deduction is available for that year. If you had a net qualified disaster loss and you elect to increase your standard deduction by the amount of your net qualified disaster loss, use Schedule A to figure your standard deduction.

Qualified disaster loss refers to losses arising from certain disasters. For more information, see the Instructions for Form and the Instructions for Schedule A filed with your original return for the tax year of the return you are amending. This line is reserved for future use. Do not enter an amount on this line. See the instructions for the year of the form you are amending. Also see the instructions for Forms and A for more information for figuring and reporting your qualified business income deduction.

Enclose a negative amount in parentheses. Include on line 6 the amount you reported on Schedule 2 Form , line 3, for the year you are amending. Figure the tax on your taxable income shown on line 5, column C. Generally, you will use the method s you used to figure the tax on your original return.

However, you may need to change to a different method if, for example, you amend your return to include or change the amount of certain types of income, such as capital gains or qualified dividends. See the instructions for the income tax return you are amending to find the appropriate method s , tax table, and worksheet, if necessary. Indicate the method s you used to figure the tax entered on line 6, as shown in the chart below. Attach the schedule or form s , if any, that you used to figure your revised tax.

Any changes you made to Form X, lines 1 through 6, may affect the amount of or cause you to owe Alternative Minimum Tax. See the instructions for the form and year you are amending. Enter your total nonrefundable credits in column A. If you made any changes to Form X, lines 1 through 6, be sure to refigure your original credits.

Attach the appropriate forms for the credits you are adding or changing. If you are amending a return with a retroactive claim of the child tax credit, you must have an SSN valid for employment issued for the child before the due date for filing the return you are amending, including extensions.

If you amending a return with a retroactive claim of the credit for other dependents, the dependent you claim must have been issued an SSN, ITIN, or ATIN on or before the due date for filing the return you are amending, including extensions. Your child tax credit may be refundable. For additional information, see Schedule Form and its instructions for the year of the tax return you are amending.

If amending a or return, also see Pub. Enter in column A the amount you reported on the line for total other taxes from Schedule 2 Form for the year you are amending. If you made any changes to Form X, lines 1 through 6, you may need to refigure other taxes that were included in the same section on your original return. Also attach additional or corrected Forms R that show any federal income tax withheld. In column A, enter the estimated tax payments you claimed on your original return.

If you filed Form C, U. Departing Alien Income Tax Return, include on this line the amount you paid as the balance due with that return. Also include any of your prior year's overpayment that you elected to apply to estimated tax payments for the year you are amending. Enter the amount you reported on the line for the earned income credit on Form , or SR for the year you are amending in column A.

If you changed the amount on line 1 or line 5, the amount of any EIC you claimed on your original return may change. For more information regarding the earned income credit, see Pub. If you didn't have an SSN on or before the due date of your return for the tax year being amended including extensions , you can't claim the EIC on your amended return. Also, if a child didn't have an SSN on or before the due date of your return for the tax year being amended including extensions , you can't count that child as a qualifying child in figuring the EIC on your amended return.

A refundable credit can give you a refund for any part of a credit that is more than your total tax. Enter, in column A, the total of the refundable credits from Schedule Form , Form , the recovery rebate as applicable , and Schedule 3 Form for the year you are amending. Check as applicable the boxes for Schedule Form , and Forms , , , , and If you are amending your return to claim or change a refundable credit, attach the appropriate schedule s or form s.

Include the form number for the credit if there is one. If you are amending a return with a retroactive claim of the refundable child tax credit or the additional child tax credit, you must have an SSN valid for employment issued for the child before the due date for filing the return, including extensions. Income Tax Return. The amount you paid with your original return, regardless of method. Also include any additional payments you made after it was filed.

Dillon is filing Form X to amend his tax return. Virgin Islands, that are being included in a total on a line on Form For example, in , this was the amounts on lines 40 and 45; and in and , it was the amounts on lines 41 and The purpose of this section is to figure the additional tax you owe or excess amount you have paid overpayment. All of your payments for the tax year you are amending received up to the date of this amended return are taken into account, as well as any overpayment on your original return or after adjustment by the IRS.

It is as if you were using the new information to complete your original return. If the results show a larger overpayment than before, the difference between the two becomes your new overpayment. You can choose to receive the refund or apply it to your estimated tax for the following year. In either case, it can be used by the IRS to pay other federal or state debts that still exist. Enter the overpayment from your original return.

If your original return was changed by the IRS and the result was an additional overpayment of tax, also include that amount on line If line 18 is larger than line 17, line 19 will be negative. You will owe additional tax. To figure the amount owed, treat the amount on line 19 as positive and subtract it from the amount on line Enter the result on line We will figure any interest and include it in your refund.

You will receive a check for any refund due to you. Enter on line 23 the amount, if any, from line 21 you want applied to your estimated tax for next year. Also enter that tax year in the space provided.

No interest will be paid on this amount. You will be notified if any of your overpayment was used to pay past due federal or state debts so that you will know how much was applied to your estimated tax. These lines are reserved for future use. Do not enter an amount on these lines. List all dependents claimed on this amended return. This includes:. See Dependents in the instructions for the tax return for the year you are amending, for more information. If applicable, update your information for advance child tax credit payments through the Child Tax Credit Update Portal.

For example, you:. Form X isn't considered a valid return unless you sign it in accordance with the requirements in these instructions. If you are filing an amended joint return, your spouse must also sign. If your spouse can't sign the return, see Pub. Be sure to date your return and enter your occupation s. If you have someone prepare your amended return, you are still responsible for the correctness of the amended return. If your amended return is signed by a representative for you, you must have a power of attorney attached that specifically authorizes the representative to sign your amended return.

To do this, you can use Form If you are filing an amended joint return as a surviving spouse, see Death of a Taxpayer in the instructions for your original tax return. The preparer must give you a copy of the return for your records. If you have supporting statements, arrange them in the same order as the schedules or forms they support and attach them last. Real Property Interests, that supports changes made on this return. See Line 20 , earlier. The filing address instructions for the prior revision of Form X dated January may still be used for calendar year If you are amending your return because of any of the situations listed next, use the corresponding address.

Go to IRS. The PDS can tell you how to get written proof of the mailing date. You must use the U. We ask for the information on this form to carry out the Internal Revenue laws of the United States.

You are required to give us the information. We need it to ensure that you are complying with these laws and to allow us to figure and collect the right amount of tax. Additional improvements are planned for the future.

Taxpayers still have the option to submit a paper version of the Form X and should follow the instructions for preparing and submitting the paper form. More In News. About 3 million Forms X are filed by taxpayers each year. Page Last Reviewed or Updated: Jun The form must be filed within three years after the original return was filed or within two years after the tax was paid, whichever is later.

Form X should be used to correct material changes, and not to fix minor mathematical errors or mistakes. More items Generally speaking, you have three years from the due date of your original tax return to file a X to claim a refund. You can file the X within two years from the date you paid the tax if that date is later than the filing date. Review the X instructions for special rules that apply to certain situations. You can now file Form X electronically with tax filing software to amend or Forms and SR.

To do so, you must …. Additional fees may apply.