Who This Is For
- Taxpayers who received late 1099s
- Those who realized they missed a major deduction
- Individuals who made a filing error
Common Situations I Handle
- Filing a 1040-X for a missed tax credit
- Correcting filing status
- Updating income after the return was accepted
What To Bring
- Copy of the original return as filed
- Any new documents (1099s, W-2s)
- Notices from the IRS explaining the discrepancy (if applicable)
My Process
- We review your original return and the new information.
- I calculate whether amending is beneficial or necessary.
- I prepare the 1040-X.
- We file the amended return electronically (when permitted) or by mail.
Timing Expectations
The IRS can take up to 20 weeks to process amended returns. Patience is required.
Frequently Asked Questions
Will amending trigger an audit?
Not necessarily, but it does cause the IRS to review your return again. It's best to only amend if the change is significant and correct.