Amended Returns – Top Twelve Facts

If you need to make a change or adjustment on a7. If you are amending more than one tax return,
return you already filed can do so by filing an amendedprepare a 1040X for each return and mail them in
return. Here are the top 12 things you should knowseparate envelopes to the IRS processing center for
about amending your federal tax return.the area in which you live. The 1040X instructions list
1. Taxpayers needing to amend their return use Formthe addresses for the centers.
1040X, Amended U.S. Individual Income Tax Return.8. If the changes involve another schedule or form,
2. Taxpayers can use Form 1040X to correctattach it to the 1040X.
previously filed Forms 1040, 1040A or 1040EZ. The9. If you are filing to claim an additional refund, wait until
1040X can also be used to correct a return filedyou have received your original refund before filing
electronically.Form 1040X. You may cash that check while waiting
3. Taxpayers should file an amended return if theyfor any additional refund.
discover any of the following items were reported10. If you owe additional tax for 2008, you should file
incorrectly: filing status, dependents, total income,Form 1040X and pay the tax as soon as possible to
deductions or credits.limit interest and penalty charges. Interest is charged on
4. Generally, you do not need to file an amendedany tax not paid by the due date of the original return,
return for math errors as the IRS will be able to makewithout regard to extensions.
the correction for you.11. If you owe additional tax for 2008, make sure to
5. You also do not usually need to file an amendedadjust next year’s estimated tax payment
return because you forgot to include forms – suchvouchers.
as W-2s or schedules – when you filed; the IRS12. Make sure if you need to amend state return as
normally requests those forms from you.well. If so, do it now. Don’t wait until state to issue
6. Be sure to enter the year of the return you areyou a notice with interest and penalty.
amending at the top of Form 1040X. Generally, youArticel Source: at:
must file Form 1040X within three years from the dateAre you paying too much for your taxes /
you filed your original return or within two years frombookkeeping?
the date you paid the tax, whichever is later.