Filing an Amended Tax Return After Deadline

By | April 10, 2014

What kind of information is there to know about filing an amended tax return? Did you discover a mistake after filing your federal taxes?

What to Do If you Cannot Pay Taxes on Time

You can correct filing an amended tax return.The IRS will accept an amended return up to 3 years after the date you filed the original return or within 2 years after you paid the tax due on the return, whichever is later. In certain tax situations, such as net operating loss (NOL) carrybacks, general business credit carrybacks, or situations involving bad debts, you may be eligible for extended amendment deadlines. The IRS usually has three years to assess additional taxes. However, longer periods apply for significant underreporting of income or fraud.


Here are ten things you should know about filing an amended tax return.

  1. Use Form 1040X , Amended U.S. Individual Income Tax Return (in English) to correct errors on your tax return. Must file an amended return on paper. It can not be submitted through e-file.
  2. Generally, you must file an amended tax return if you made a mistake on your filing status, income, deductions or credits on your original return.
  3. Normally, you need not file an amended return to correct mathematical errors. The IRS will automatically make the changes for you. Also, do not file an amended return because you forgot to attach tax forms such as Form W-2. Generally, the IRS will send you an application.
  4. To claim a refund, normally, you must file Form 1040X within three years from the date you filed your original return. You can also submit within two years from the date you paid the tax, whichever is later than the rule of three. This means that the last day for many people submit the 2010 return and claim a refund is April 15, 2014. See instructions Form 1040X (English) because special rules apply to certain claims.


Using Form 1040X to Amend Tax Return

  1. If you are amending more than one tax return, prepare a Form 1040X for each year. You must submit each year in separate envelopes. Enter the tax year of the return you are amending at the top of Form 1040X. Verify the address where to send your return.
  2. Using other IRS forms or schedules to make changes, be sure to attach your Form 1040X.
  3. If you are due a refund of your original return, wait to receive the refund before filing Form 1040X to claim an additional refund. Amended returns take up to 12 weeks to process. You can spend your original refund while waiting for any additional refund.
  4. If you owe more taxes, file your Form 1040X and pay the tax as soon as possible. This will reduce the interest and penalties.
  5. You can track the status of your amended tax return three weeks after you file, with ‘ Where’s My Amended Declaration? ‘. This tool is available at or by calling 866-464-2050. It is available in English and Spanish. The tool can track the status of an amended statement for the current year and three previous years.
  6. To use “Where’s My Amended Declaration? ‘ enter your taxpayer identification number, which is usually your Social Security number. Also need your date of birth and zip code. If you have filed amended returns for several years, select each year, one by one.


Filing Tax Form 1040X

When you file a Form 1040X, attach these items if you’re required to show them to back up the changes on your amended return:

  • Forms
  • Schedules
  • Statements