Just keep in mind that the IRS limits the amount of time you have to file an amended return to claim a refund to: If you've already received your tax refund, then you know the IRS has already processed your return. That way, it will be less likely that the IRS will get your original return and amended return mixed up. 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.īefore filing an amended return, make sure the IRS has already processed the tax return you need to amend. You usually don't need to file an amended return if you discover math or clerical errors on a recently filed tax return. You realize you claimed an expense, deduction or credit that you weren't eligible to claim.You forgot to claim taxable income on your tax return.You accidentally claimed the wrong tax filing status.

You realized you missed out on claiming a tax deduction or credit.Here are some common situations that call for an amendment: There are times when you should amend your return and times when you shouldn't. Here's what you need to know about filing an amended tax return. That's why the IRS allows taxpayers to correct their tax returns if they discover an error on a return that's already been filed. You typically must file an amended return within three years from the original filing deadline, or within two years of paying the tax due for that year, if that date is later.Use it to report important changes, such as correcting your filing status, adding or removing a dependent, claiming tax deductions or credits you missed, or adding taxable income you forgot about.

Do not use Form 1040-X to report clerical errors, which the IRS will correct.

If you filed a tax return with missing or incorrect information, you can amend your tax return using Form 1040-X.

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