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Made a mistake on your tax return? Learn how to correct it before the IRS deadline with this step-by-step guide on fixing tax errors, filing Form 1040-X, and avoiding penalties.
Mistakes happen—even on tax returns. Whether you forgot to include a source of income, claimed the wrong deduction, entered incorrect personal information, or missed a credit, it's important to know that you're not alone—and that you can fix it. But the key is acting before the deadline.
Fixing a mistake on your tax return quickly can prevent IRS penalties, interest, and delays in refunds. In this blog, we’ll walk you through everything you need to know to correct a tax return error before the deadline, including when and how to file an amended return, what kinds of errors warrant action, and what to expect after submitting a correction.
Even the most careful filers can make errors on their tax returns. Some of the most common mistakes include:
Not all mistakes require filing an amended return. The IRS often corrects simple math errors or sends notices for missing forms.
❌ You do NOT need to file an amended return if:
✔️ You SHOULD file an amended return if:
If the error is caught before the filing deadline (typically April 15th, unless extended), and the return has not been processed yet, you may be able to resubmit your return instead of filing an amended one.
If your original return hasn't been processed and you filed electronically, you can correct the error and resubmit your tax return.
If your return has already been processed, then you’ll need to submit Form 1040-X, which is the IRS form for amended returns.
Example 1: Missing Freelance Income
Jill is a graphic designer with a full-time job and side freelance work. She files her tax return but forgets to include a $2,500 1099-NEC from a client. She realizes her mistake after the deadline, amends her return, pays the difference, and avoids further penalties.
Example 2: Wrong Filing Status
Marcus filed as "Single" but qualifies as "Head of Household" because he supports his son. After consulting a tax pro, he files an amended return and receives a higher refund.
Form 1040-X allows you to make changes to your original return. You’ll need to provide the corrected information and an explanation of the change(s).
Before you start, collect:
Form 1040-X has three columns:
Write a clear explanation in Part III of the form.
As of 2020, the IRS allows electronic filing of Form 1040-X for the current year and two previous years, but only if the original return was e-filed.
Most major tax software platforms support this.
If you can’t e-file, you’ll need to mail the form. Use certified mail or a trackable service. Send it to the correct address listed on the IRS Where to File Form 1040-X page, based on your location.
If you're due a refund, it will be issued separately from your original refund, either by check or direct deposit. The IRS typically processes amended refunds within 16–20 weeks.
Use the Where’s My Amended Return? tool to track it online. You’ll need:
Amended returns can take up to 20 weeks to process.
If you amend your federal return, you may also need to amend your state tax return. Check with your state’s department of revenue for the correct forms and process. Ignoring the state amendment could lead to additional penalties or discrepancies.
If you realize your mistake after the April deadline:
If you underreported income or made another serious error and don’t fix it:
Here are helpful tools and links:
✅ Check if your return has been processed
✅ Determine if an amendment is required
✅ Gather necessary documents
✅ Complete Form 1040-X accurately
✅ File electronically or by mail
✅ Track your amended return status
✅ Update your state return if needed
✅ Pay any tax owed ASAP
✅ Follow up on IRS notices
Catching and fixing a tax return mistake can feel stressful, but it’s a manageable process—especially if you act before the deadline.
If your return hasn’t been processed, you might be able to correct and refile it without filing an amendment. But if it’s already been processed, Form 1040-X is your go-to fix.
Remember, honesty and proactivity go a long way with the IRS. Filing an amended return to correct errors shows good faith—and it could save you money, time, and hassle down the road.
If you’re unsure about your next step, don’t go it alone. Consider working with a licensed tax professional who can walk you through your options and make sure you stay compliant.
Our team at Vincere Tax is here to support you with personalized guidance and fast, secure filings—so you can breathe easy and get back on track.
Yes, but each amendment must be filed using a separate Form 1040-X.
Typically 16–20 weeks, but delays can happen.
Yes, generally within three years of the original due date or two years after payment—whichever is later.
You should file an amendment and pay as soon as possible to reduce penalties and interest.
Not necessarily. Filing an accurate amendment is better than ignoring the mistake.
Being audited is comparable to being struck by lightning. You don't want to practice pole vaulting in a thunderstorm just because it's unlikely. Making sure your books are accurate and your taxes are filed on time is one of the best ways to keep your head down during tax season. Check out Vincere's take on tax season!
This post is just for informational purposes and is not meant to be legal, business, or tax advice. Regarding the matters discussed in this post, each individual should consult his or her own attorney, business advisor, or tax advisor. Vincere accepts no responsibility for actions taken in reliance on the information contained in this document.
For business tax planning articles, our tax resources provides valuable insights into how you can reduce your tax liability now, and in the future.
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