What is a 1040-X form?
Form 1040-X is used by taxpayers who need to correct a previously submitted tax return. If you've made a mistake on your original return or your financial situation has changed, filling out this form allows you to make adjustments to your income, deductions, or credits. It's important for anyone who discovers errors or needs to update their tax information after filing their initial return.
What is a 1040-X form used for?
Form 1040-X is the document you need when looking to make adjustments to your previously submitted tax returns. Here's what it allows you to do:
- To amend income, deductions, or credits on a previously filed 1040 form
- To claim a refund or adjust your tax liability
How to fill out a 1040-X form?
- 1
Start by entering your personal information at the top, including your name, address, and Social Security number.
- 2
In the income and deductions section, correct any figures from your original tax return.
- 3
Calculate the tax owed or refund due based on the updated information.
- 4
If applicable, include a written explanation of the changes in the space provided.
- 5
Review the form for accuracy, then create an electronic signature if accepted for this form.
- 6
Download the completed form and mail it to the IRS, as electronic submission is not available for this form.
Who is required to fill out Form 1040-X?
Individual taxpayers are responsible for filling out Form 1040-X when they need to amend a previously filed tax return.
The IRS will use the amended return to correct the taxpayer's record and adjust tax liabilities or refunds.
When is a 1040-X form not required?
Not everyone needs to submit a Form 1040-X. This form is specifically for those needing to amend a previously filed tax return.
If your original tax return was accurate as filed, or if any errors are purely mathematical that the IRS can correct themselves, you do not need to use Form 1040-X.
When is a 1040-X form due?
The deadline for Form 1040-X is within 3 years after the date you filed your original tax return or within 2 years after the date you paid the tax, whichever is later.
Submitting Form 1040-X by the correct deadline ensures your tax adjustments are considered. Remember to check the specific dates to avoid any issues with your submission.
How to get a blank 1040-X form?
To get a blank Form 1040-X, just visit our platform where we have the template pre-loaded in our editor, ready for you to fill out. Remember, while our website helps you create and download the form, it doesn't support submitting it.
How to sign 1040-X form online?
To sign Form 1040-X online, start by visiting PDF Guru and selecting the form. Fill out the necessary fields in the PDF editor.
After completing the form, use PDF Guru's feature to create a simple electronic signature. Click 'Done' to download your signed form for your records.
Where to file a 1040-X?
Form 1040-X is used to amend a previously submitted tax return. It cannot be submitted online and must be mailed to the IRS.
Ensure all changes are clearly marked and supported with documentation. Check the IRS website for the correct address.
