Posted by Elliot Kravitz, ATP

What To Do If Your Amended Tax Return Is Rejected

What To Do If Your Amended Tax Return Is Rejected

In general, if the IRS refuses your statement, it's probably because it contains an error other than a simple mathematical error. The IRS generally corrects mathematical errors without denying a return. Tax returns are rejected because a name or number in the tax return does not match the information contained in the IRS databases or the Social Security Administration.

Spelling and typo errors can be quick and easy to correct. You can even solve the problem online and send back the electronic file. Other issues, such as the fraudulent filing of a tax return with the social security number, may require the submission of the correct income tax return.

If you find an error after submitting your return, you may need to change it. The IRS can correct mathematical or administrative errors in instruction and accept statements without mandatory modules or programs. In this case, it is not required to modify the declaration. However, submit an amended report if your marital status, income, deductions, or credits change. Use Form 1040X, US Personal Income Tax Return. To correct a Form 1040 (PDF), a Form 1040A (PDF), a Form 1040EZ (PDF), a Form 1040NR (PDF), a Form 1040NR-EZ (PDF) or to modify the values previously regulated by the IRS. You can also use Form 1040X to claim a refund due to unused credit or loss. However, you can also use Form 1045, Application for Interim Rebate (PDF) instead of Form 1040X. Also, if foreign financial statement 8938 matches, please submit an amended annual report or statement. See the instructions in module 8938 (PDF) for more information.

The balance due

If you have to pay additional taxes for a fiscal year that has not yet expired, you may be able to evade fines and interest by completing Form 1040X and paying the tax before the expiry of that fiscal year (whichever the expiration date).  If the expiry date of the shipment falls on a Saturday, Sunday, or statutory holiday, the form and payment of tax will be appropriate if sent or paid on the next business day. If you register after the expiration date, do not include interest or penalties on Form 1040X; it will be adjusted accordingly.

When to file

As a general rule, to claim a refund, you must submit Form 1040X within three years from the filing time of the original return or within two years from the date of payment of tax, depending on the event from below. Returns sent before expiration (regardless of extensions) are considered archived on the expiry date, and suspensions are considered commissions paid on the expiry date. Special rules apply to redemption requests related to net operating losses, foreign tax credits, non-performing loans, and other problems. For more information, refer to the instructions for the 1040X module (PDF).

Where it is stored

It is not possible to file a tax return electronically modified with the electronic file system. See Where You Can Submit the 1040X Instruction Form (PDF) for the Modified Return Address.

Form 1040X Preparation

Submit a separate 1040X form for each fiscal year you change. Send each form in a separate envelope. Make sure you enter the reporting year you are editing at the top of the 1040X. The module has three columns:

  • Column A indicates the original figures (first performance) or modified data (previous changes or modifications to the exam).
  • Column C shows the correct numbers (as it should be).
  • Column B represents the difference between columns A and C. On the back of the module, you will find an area that explains the specific changes made and the reason for each change.

Attach copies of any modules or programs affected by the change, including any W-2 forms received after the initial submission. It is also necessary to attach forms W-2G and 1099 to justify the changes to the return if the tax has been withheld. Refer to the instructions in the 1040X (PDF) for complete instructions.

Modified return status

You can monitor the status of your Form 1040X using where my amended return is? (WMAR) Online or toll-free at 866-464-2050 three weeks after the submission of the amended return. Both instruments are available in English and Spanish and follow the modified performance status for the current year, and also up to three previous years.

It is necessary to enter the taxpayer identification number (usually the social security number), the date of birth, and the postal code in one of the tools to prove his identity. Once authenticated, the web tool displays an illustrated graphic to visually communicate the status of the modified instruction during the processing phases: Received, rectified, or completed. As a reminder, the processing of returns takes up to 16 weeks and three weeks from their shipment in our system. Before this time, you do not need to call the IRS unless the instrument explicitly requests it.

State tax declarations

An amendment to your federal income tax return may affect the tax liability of the state. To find out how to correct the state income tax return, contact the state tax office. 

Elliot Kravitz, ATP
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