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The Daily Insight

What do I need to file an amended return?

Author

John Thompson

Published Mar 25, 2026

Use Form 1040X to amend a federal income tax return that you filed before. Make sure you check the box at the top of the form that shows which year you are amending. Since you can’t e-file an amended return, you’ll need to file your Form 1040X on paper and mail it to the IRS.

When must I file amended return?

The IRS advises that you generally must file Form 1040X to amend a return within three years from the date you filed your original tax return, or within two years of the date you paid the tax, whichever is later.

Does it really take 16 weeks for amended tax return?

How long will it take to process an amended return? A Form 1040-X, Amended U.S. Individual Income Tax Return can take up to 16 weeks to process once we receive it.

What to include in your amended return

  • A copy of the federal refund deposit slip.
  • Any previously unsubmitted W-2 or 1099 forms.
  • Any other substantiating forms, schedules, or documentation supporting the amended return.

    When do you not need to file an amended tax return?

    You usually don’t need to file an amended return if you discover math or clerical errors on a recently filed tax return. The IRS will often correct those types of mistakes on its own and, if necessary, send you a bill for the additional tax due or a refund if the error was in your favor.

    Can a math error cause you to file an amended tax return?

    Math errors are not a reason to file an amended return, since the IRS will correct math errors on your return. Likewise, you usually shouldn’t file an amended return if you discover you omitted a Form W-2, forgot to attach schedules, or other glitches of that sort.

    How do you amend a 1040 tax return?

    Amending your 1040 individual tax return form is simple; you simply fill out a 1040X form, an amended individual income tax return, and send it into the IRS. Unlike the 1040, however, this form cannot be e-filed; you must fill it out and then mail it to the IRS.

    When to use TurboTax to prepare an amended tax return?

    When you use TurboTax to prepare your amended return, you don’t need to know all the details. Once you indicate that you’re preparing an amended return, the software will help you fill out Form 1040-X and any supporting forms as you make changes to your income and deductions.