Comments on: How to File an Amended Income Tax Return (Form 1040X)

By: Cynthia

Cynthia — Fri, 03 Feb 2012 23:18:05 +0000

Can I amend my 2010 tax return from married filing together to single? I was supposed to get married and to avoid my partners penaltys we filed married. But we never did get married and now I want to file as single head of household.

By: Tammy Meehan

Tammy Meehan — Wed, 01 Feb 2012 00:30:11 +0000

My fiance paid all of the childcare expenses for his son in 2009 (approximately $6000) but did not claim the child as a dependent that year (he and the child’s mother alternate years for claiming him). Can he file an amended return for that year and claim a credit for those expenses?

By: Gwen

Gwen — Sun, 29 Jan 2012 20:24:08 +0000

I am just wondering what to do if I did not add one of my 1098t form on my last year taxes. Can I use it this year? Is there a penalty? Also how do I find out if I filed all of my w2′s from prior years

By: Evelyn

Evelyn — Wed, 31 Aug 2011 16:26:30 +0000

We forgot to take credit for Schedule M. What fields on the 1040x am I suppose to fill out besides lines 14, 20, and 21 and Part III for the explanation. Thank you!

By: Sharon

Sharon — Tue, 23 Aug 2011 14:57:10 +0000

And what do I write under “reason you’re amending”?

By: Sharon

Sharon — Tue, 23 Aug 2011 14:53:34 +0000

I did not include the w-2 from my work study job in my taxes last March as I didn’t think WS counted as earned income. It’s the only adjustment I need to make. How do I do this? It’s all so confusing!!

By: John

John — Mon, 22 Aug 2011 20:34:03 +0000

I’ve forgot to inclure the 1099 NT from my bank on my 2009 TAX return, Should I go ahead and file amended returns to avoid IRS penalty? or just wait to receive a penalty and paid the amount requested ?
please advise,

By: Jon Rhodes

Jon Rhodes — Tue, 12 Jul 2011 04:10:03 +0000

What would I need to do to file mileage rate issues,. IE I get paid less then the federal rate for years 2009 and 2010.

By: Cynthia

Cynthia — Wed, 27 Apr 2011 13:57:44 +0000

If I pay $12 a day for parking can I claim that on my taxes? And what documents do I need to attach.

By: Tania

Tania — Tue, 12 Apr 2011 19:07:05 +0000

You will need three documents:

original 1040 and all the schedules, forms
a newly filled 1040 of the same year with all the schedules and forms, fixing the error(s)
1040x

You can find the 1040x by googling “1040x” and go to the irs.gov site. An adobe file will pop up. Be sure that if you’re amending multiple years to file and mail each separately.

Before you do all of this, be sure that your income does not exceed a certain amount (which varies according to whether you file singly or married). Also, you may not be able to deduct all of your contributions, and the difference may not be worth all the trouble after all so be sure it’s nominal. They manually analyze amended claims so it will take longer.

By: Tania

Tania — Tue, 12 Apr 2011 18:54:34 +0000

You have up to three years from the date that you FILED your taxes.. You’re filing for 2009 in April 2010 – you have until April 2013 to amend your return.

By: Francis Williams

Francis Williams — Wed, 16 Feb 2011 19:40:46 +0000

I now realize that I DID NOT include over $8,000 of contributions to my church and other organizations like; Salvation Army, Red Cross, Am. Cancer Society etc. for the year 2009 and would like to submit a revised return. I have canceled checks to confirm these donations.

What is the process and how do I get the forms to accomplish this?

By: Elisabeth

Elisabeth — Sun, 06 Feb 2011 06:57:03 +0000

Just realized I paid 4480.00 in tuition in 2009 that I never claimed on my 2009 taxes. Is it still possible to amend this return to gain a credit for it?

By: Jaime

Jaime — Sat, 05 Feb 2011 03:29:56 +0000

Hi, I e filed my tax return, then realized that i had claimed my son as a dependent which I cannot. I then filed an amended return, but today the wrong amount got direct deposited into my account from the first efile. How do I fix this? What do I do? It should have been less money than it was.

By: Maxine

Maxine — Fri, 04 Feb 2011 05:56:35 +0000

I filed an amendment to my electronically filed return a few days after submitting the original return (to correct inaccurate w-2 information entered). I have since recieved my return however it was for the original amount, not the amended amount (I was projected to get more after the amendment). Should I expecting a refund of the balance and when?

By: Secret Amendment HELP!

Secret Amendment HELP! — Sun, 30 Jan 2011 18:41:01 +0000

Hello,
Maybe someone can help me with this issue i have regarding my taxes for 2010.
I had $60,000 in credit card debt and did a debt settlement and was able to get myself debt free in less than a year. My husband didn’t know of this DEBT. I have now received 1099′s for 5 of these debts equaling over $15,000. How can I amend this and not be outed? We file joint taxes and he does ALL of the filing himself.
He will surely file for divorce if he finds out and I am worried!
PLEASE HELP.

By: A Confused Man

A Confused Man — Fri, 28 Jan 2011 06:33:08 +0000

How can I remove depandents from a filed, accepted, and refunded 2010 taxes?

By: elvis cespedes

elvis cespedes — Wed, 19 Jan 2011 16:57:17 +0000

my ex wife . give my son social scurity number,to her cousin back in 2008,but he get reject,and i didnt claim my son that year.can i do something about that,and caim my son for 2008 tax return,
what can i do?
thank you.

By: DF

DF — Tue, 11 Jan 2011 22:45:05 +0000

I already paid Uncle Sam $4485 (line 75 from 2009 1040). When I fill out my 1040X I am coming up with $2015 on line 20, which is exactly $4485 less than what my refund should be for repeat homebuyer. Shouldn’t line 20 calculate to $6,500?

By: Ron

Ron — Tue, 11 Jan 2011 00:10:54 +0000

Can anyone give me any guidance on how to do an amended return for Special Limitation for Retroactively Excluding Military Retirement Pay. I retired in 1999 and was give retroactive VA benefits in 2008.

By: Flexo

Flexo — Sat, 08 Jan 2011 21:38:12 +0000

If you just forgot to include copies of the W-2 in your tax package, you most likely don’t need to do anything because the IRS has your employers’ copies of the forms. If you forgot to include the income amounts on your 1040, the IRS will probably automatically adjust your income and change your tax due. Check with a tax accountant.

By: Carmen Shaw

Carmen Shaw — Sat, 08 Jan 2011 21:36:17 +0000

Do I need to file a 1040X if I left out a couple of w2 on my 2009 return?

By: Carmen Shaw

Carmen Shaw — Sat, 08 Jan 2011 21:35:11 +0000

If I left out a couple of w2 forms on my 2009 tax return do I need to do a 1040X form, or will the IRS contact me if those documents are needed?

By: Jason

Jason — Sun, 31 Oct 2010 18:19:19 +0000

Hi, I bought my first home in July of 1999 and lived in it until April of 2010, when I rented it while waiting on a shortsale. I was under contract on the shortsale from March of 2010 and closed on 9/10/10, l was happy that uncle sam extended the deadline to close to 9/30/10. I was going to amend my 2009 taxes to receive the tax credit for the second homebuyer $6,500. However, If I just wait until I file e-file my 2010 taxes, will I receive my total credit direct deposit?

By: kkg2010

kkg2010 — Thu, 23 Sep 2010 17:12:06 +0000

Hello,
I need help. I am actually asking for my mom. Back in Februray my mom fill out an amended for 2008 because of the 1098 form because I was in school. She went to the tax company to fill it out and they told her it would be about 6 weeks. My mom has been calling the IRS since may to check the status and they said that they have not received the Amended. The company that she went to said that they sent it. My mom just found out that the tax service company never sent off the form. She spoke with the IRS and they said that if she sends a new amended form they can process her claim faster. My mom does not want to go through another tax service company. I need to know how do you fill out an Amended income tax form for 2008 dealing with the 1098? Please help thank you and have a wonderful day.

By: Perussia

Perussia — Mon, 06 Sep 2010 15:05:00 +0000

No its free

By: Norma B0429

Norma B0429 — Sat, 21 Aug 2010 16:49:00 +0000

sorry i should add that because of this i have no tax return to amend

By: Norma B0429

Norma B0429 — Sat, 21 Aug 2010 16:46:00 +0000

how do you file for first time tax credit if you don’t have to file taxes, because i am on disability ssi

By: Rick

Rick — Thu, 12 Aug 2010 01:44:52 +0000

I need your help regarding the first time home buyer tax credit.Over 18 years ago i ran into a great deal of financial trouble resulting in my having to sell my home. I ended up having to buy a mobile home for $7000 which my wife and myself lived in for 18 years and was on the verge of falling apart near the end. We saved our money during that time and ended up putting our life savings down on a new house thinking that we would get the $8000 tax credit,only to find out later that we did not qualify because we owned the mobile home. I paid rent to park it and it was listed as personal property. when i sold it i got $900 for it and was lucky to get that,if not for the owner of the mobile home park feeling sorry for me i would have to have paid someone $500 to take it to the dump and another $1000 to have it demolished. We bought our new home on march 27 2009 so we don’t even qualify for the second time home buyer credit. Is there any type of credit that we qualify for?

By: dan

dan — Sun, 08 Aug 2010 04:47:29 +0000

Hi I bought a house on July 14, 2010. I already filed my taxes for 2009 and got a refund of $ 8,566.
If I file the 1040x and form 5405 do I still get the FTHBC?

By: Heidi

Heidi — Mon, 02 Aug 2010 19:57:43 +0000

Does anyone know what to do if I am amending my 2009 taxes for the First time home buyers…I got married in 2010 so my name has changed, but on my 2009 taxes it is my maiden name and on the HUD it is my married name. Any help would be great.

By: nick

nick — Mon, 26 Jul 2010 18:45:41 +0000

I purchased my first house in 2009 and would like to get the new homebuyer’s $8,000 credit. To facilitate a rapid closing while I arranged my financing, my parents first bought the house and then turned around and sold it to me, 30 days later for the exact same price they paid. They never occupied the house. During the 30 day turnaround period, I fixed up and painted the house waiting for my escrow to close. According to official IRS regs, I cannot qualify for the credit due to buying the house from a “relative.” Is it worth a try to file an amended return claiming the credit and then appeal if they do not allow me the credit?

By: rachelle

rachelle — Mon, 19 Jul 2010 20:20:04 +0000

I’m a student who filed with her boy friend but common law marriage dosnt exist in NY so they wont accept my tax forms, my financial aid office told me to amend my taxes for this year but im affraid im going to end up oweing the IRS lots of money. would i be able to pay back the IRS with next years refund or do i need to pay them the difference then? thanks

By: Brenda

Brenda — Fri, 16 Jul 2010 21:14:11 +0000

My son filed his income taxes. After he got his return he made an ammendment to it, claming his finace’s child. He has not gotten that money back, but after him telling us I don’t think he should be claiming that child and now he wants to cancel that amendment before he gets the money. Is there a way he can do this?
Thanks

By: Drew Pitcher

Drew Pitcher — Wed, 14 Jul 2010 03:25:37 +0000

No matter how you figure it out.. you can NOT receive OVER $8000 that is the maximum you can get. Period.

By: Drew Pitcher

Drew Pitcher — Wed, 14 Jul 2010 03:22:26 +0000

Hahahahahaha over two months.. well it’s been since November of last year for me and until now I STILL have not received anything.

By: Drew Pitcher

Drew Pitcher — Wed, 14 Jul 2010 03:21:01 +0000

Hi David.. No I have never lived in the residence. My Ex wife lived there for about 9 months I think when we first bought it but I have lived in Massachusetts all of that time until I bought this house in Oklahoma and moved her in Nov. of last year. The Condo has always been listed on my Schedule E as a rental unit for the past 9 years. It was purchased back in 1999.

By: Stacey

Stacey — Tue, 13 Jul 2010 20:12:52 +0000

My line 20 is coming out to 8,861.00 ??? I put $8,000 on line 15 and followed directions carefully….I just dont want to pay $100 for a tax person to do this when I AM SO CLOSE! Thanks

By: Jade

Jade — Thu, 08 Jul 2010 03:05:40 +0000

Tino,

I had the same issue with two of my clients and myself. Some of the softwares are not compatible to this new credit feature. I would suggest that you take it off. The IRS will review it before sending you your confirmation number if electronically filing. If not and you are mailing it in, trying doing the reverse of what you originally did and then saving that and then going back to the form/ question. You will automtically receive 400 dollar credit if you check off no in the “have you received government retiree benefits.

Hope this helps

By: Jade

Jade — Thu, 08 Jul 2010 02:59:00 +0000

I am recently preparing a audit for one of my clients and would like to get a second opinion. The IRS is stating that my client must show proof of his relationship to the children. One is a baby 3 months old that has his name as their middle name, and the other is 8 years of age. Letters where sent in for proof that the child is being taken care of by him; from his sister and his father. What they forgot to mention to me in the midst of the filing of the children is that they receive assistance for both kids. The mother for the baby and the aunt for the other child. The social services paperwork was the only proof of residency and relationship, so I sent that in and their medical cards, social security cards, and birth certificates.
Sorry for the long post, but what else besides my clients birth certificate, and a letter from the older childs school can I use as proof of residency and kenship?

Thanks

By: Michael

Michael — Thu, 24 Jun 2010 17:30:34 +0000

I filled a 5405 with my 2009 tax return. The IRS lost the HUD1 form so I had to send it back in again. I noticed that the date on the 5405 was 6/17/2009 but the HUD1 says 6/19/2009. Will I need to fill a 1040x for this error. It does not change the numbers in my tax return at all.

By: Tino

Tino — Fri, 18 Jun 2010 04:40:43 +0000

I already mailed it in…. I used line 7, hope I get approved. Will keep my fingers crossed

By: Simon

Simon — Fri, 18 Jun 2010 04:37:13 +0000

I suggest calling in…

By: Tino

Tino — Fri, 18 Jun 2010 04:35:41 +0000

So what line did you ended up putting the My Make Work Pay?

By: Simon

Simon — Fri, 18 Jun 2010 01:01:23 +0000

If you scroll up you would see my last time I posted. Anyways, I just wanted to update everyone here that I ended up closing on March 30. I got my check on the 14th of June. Got about $40 worth of interest.

Long story short, for those who had problems with the math, I suggest calling. My Make Work Pay was why my ath was of but the operator helped me correct that issue. I sent it in and waited patiently.

By: Dave

Dave — Sun, 13 Jun 2010 18:49:21 +0000

Thanks

No I didn’t. Just sent it regular mail. Judging from the other comments on this site and the apparent slowness of the process. I’m going to give until the end of the week, which would be 8 full weeks. I’ll call them, and if they still don’t have it, I’ll re-send priority mail with tracking information.

I really need that dough, ughhh

By: Nate

Nate — Sun, 13 Jun 2010 14:19:36 +0000

Did you send the return with a confirmation number or anyway to prove that it was delivered?
When I sent mine in, they had it in 2 days and their system said it was received.
I filed and mailed mine and they received it on April 7th. I just got the letter from them saying I’ll be getting my check in 4-6 weeks. They definitely should have had you in the system even just to say when it was received.
You could re-send it and yes put a note stating that you sent it, talked to someone, said it wasnt on file, etc.
I would do what I did. Mail it in a priority mail envelope and get a tracking number.

By: Dave

Dave — Sun, 13 Jun 2010 10:29:26 +0000

I bought a new condo in April. On April 19 I send an amended return to the IRS claiming the housing credit. On June 9 I called the IRS to check the status. The representative claimed to have nothing in the system. She was surprised, and said that normally in 5-6 weeks there should be at least something noted in my account. She recommended waiting another 3-4 weeks and calling back.

Should I just re-send the return? I’m thinking maybe it was lost. And if I do so, what should I put a note saying the first one was lost?

Thanks

By: Flexo

Flexo — Wed, 09 Jun 2010 15:24:17 +0000

The government doesn’t charge a fee to amend your tax return but your tax preparer might.

By: Lauren

Lauren — Wed, 09 Jun 2010 15:17:47 +0000

Hi,
we bought a house April 29th 2010 and are filing an amendment for the 8k house credit. I know the forms but is there a cost to do an amendment? Our tax lady says there is a $205.99 fee. Is this true????

Thanks :-)