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Amending a Tax Return

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# Amending a Tax Return
This playbook provides step-by-step instructions for when and how to amend a tax return using IRS Form 1040X. It guides individuals through the process of making corrections to forms previously filed.

### Step 1: Check Eligibility
Verify that you meet the criteria for amending a tax return. Common reasons include reporting incorrect income, claiming improper credits or deductions, or changing your filing status.

### Step 2: Gather Documents
Collect the original tax return, any new tax documents such as W-2s or 1099s, and any supporting documentation for your amendments.

### Step 3: Obtain Form 1040X
Download the current version of Form 1040X from the IRS website or obtain a copy from a local tax office.

### Step 4: Fill Out Form 1040X
Complete the Form 1040X, entering the corrected information. Be sure to explain each change made on the return in the space provided.

### Step 5: Attach Documents
Include any newly required forms or schedules that support the changes on Form 1040X. 

### Step 6: Review Changes
Carefully review the amended return to ensure that all changes are accurate and all necessary forms have been included.

### Step 7: Sign and Date
Sign and date Form 1040X. If filing jointly, both spouses must sign the amended return.

### Step 8: Mail the Form
Mail Form 1040X and all accompanying documents to the IRS address for your state, as listed in the Form 1040X instructions. Amended returns cannot be e-filed and must be mailed.

### Step 9: Track Status
After mailing, you can track the status of your amended return using the &#x27;Where&#x27;s My Amended Return?&#x27; tool on the IRS website, usually available about three weeks after filing.

## General Notes

### Time Limit
Generally, to claim a refund, you must file Form 1040X within 3 years after the date you filed your original return or within 2 years after the date you paid the tax, whichever is later.

### Multiple Amendments
If you are amending more than one tax return, prepare a separate 1040X for each year and mail them in separate envelopes.

### Payment
If the changes involve additional tax owed, pay the additional amount owed as soon as possible to limit interest and penalty charges.

### State Returns
If you amend your federal return, you may also need to amend your state tax return. Contact your state tax agency for instructions.