Here are five things you need to know about amending a tax return:
- First, be sure to identify the year of the return you’re amending. Remember, normally you can only go back three years.
- Second, choose how you want to file your amended return. Returns for tax year 2019 or later can be amended electronically. If you’re amending a return prior to 2019, you’ll need to mail the paper Form 1040-X to the IRS.
- Third, if you’re amending more than one return, you must prepare a separate 1040X for each year. If you mail these Forms 1040-X to the IRS, use separate envelopes, and be sure to send them to the correct IRS address depending on where you live. You can find this information in the form’s instructions.
- Fourth, if you’re filing for an additional refund, wait until you get your original refund before filing a 1040-X.
- Finally, don’t amend your return just because of math errors. The IRS will check your math and fix the error for you.
You can learn more at IRS.gov/1040X.