Once an original tax return has been filed, any necessary corrections must be made by filing an amended tax return using Form 1040-X. This form allows taxpayers to update their previously filed Form 1040 to ensure accuracy and compliance with IRS regulations.
When should you file an amended tax return?
You may need to file an amended return if you need to make any of the following changes:
Reporting additional income that was not included in the original return.
Claiming credits or deductions that were initially omitted.
Correcting mistakenly claimed credits for which you were not eligible.
Changing your filing status (e.g., switching from Single to Married Filing Jointly).
Increasing or decreasing the number of dependents on your return.
How to file an amended tax return with TFX
If TFX prepared your original return
If you notice minor errors or typos on documents submitted and filed by TFX that require only a few amendments, TFX offers an amendment service at a flat fee of $175 for filing Form 1040-X.
To request an amendment:
Submit a previous return issue report by navigating to the Previous return issues section in your TFX account and clicking Create new report.
Specify the tax year of the incorrect return.
Select the name of the tax preparer who worked on your return.
Upload any related documents: a copy of the IRS or state tax authority letter, self-prepared forms for review, etc. Click Choose files > Upload more... > Submit.
Note: if you self-prepared some forms on this return, specify them. You will be required to prepay an automatically generated $250 bill only due to self-prepared forms. If an amendment is warranted, this fee will serve as a retainer towards the amendment.
Describe the issue, then click Submit.
Once submitted, our team will review the issue and contact you via email to guide you through the next steps.
To report another incorrect tax year return, create a new report. For detailed instructions, refer to Previous return issues report: Submit and manage.
If another tax firm (or you) prepared your original return
If your original return was not prepared by TFX, we will need to recreate your return from scratch. Even a small adjustment can impact your tax bracket, deductions, and overall tax liability. The fee for this service will be equal to the cost of preparing a new return + $175 for filing Form 1040-X.
To request an amendment:
Upload a copy of your original return that needs to be amended in the Documents section of your TFX account.
Notify your tax preparer that you are requesting an amended return.
Note: for additional scenarios and pricing, refer to: I received a letter from the IRS.
IRS processing times and important notes
Electronically filed amended returns (if eligible) are processed within 8-12 weeks.
Paper-filed amended returns can take up to 16 weeks or longer, depending on IRS processing times.
You cannot e-file an amended return for years prior to 2020 — these must be mailed.
State tax amendments may be required if your federal return changes; check with your tax preparer.
To check your amended return status, visit the Where’s My Amended Return? IRS page.