Help Topic: Amending Your Federal Return

Topic: Amending Your Federal Return

Form 1040X is used to amend Federal tax returns. To do this, please wait until your Federal tax return has been accepted by the IRS and a refund has been received, if applicable. Once this has occurred, the steps below will help you to amend your Federal return.

Note: You must upgrade to the Deluxe version of TaxACT in order to complete the amendment process. Form 1040X is not available in the Standard version of the software.

Hover your mouse over Filing and click “Amend Federal Return”.
TaxACT will lead you through a series of informational screens which are important to read.
When you come to the screen “Amended Return – Print Original Return” click “Print Return”. This will print a copy of your original tax return. This will be the only record you will have of your return as filed with the IRS so this is a very important step. You must have this printed copy to complete Form 1040X.
Return to the Q&A Interview Questions in TaxACT and enter the correct (amended) information. Make a note of each item you are changing and the reason for each change. You will need these notes to complete Form 1040X.
Once you have made all of the changes needed, repeat step 1 and continue to the screen “Amended Return – Complete Form 1040X”. Answer the interview questions, using the original tax return for reference.
Print and mail Form 1040X to the IRS along with any documents to support the changes you have made in the return.

Once step 4 is completed and the original form is corrected, those "amended" amounts will be reflected in column C of Form 1040X.

Starting with the 2006 tax return, Federal Form 1040X can be completed Online by accessing your Online account. There is a one-time fee for accessing your Online account after the electronic filing season for that year is over.

Federal Form 1040X for years prior to 2006 can only be completed with the TaxACT Desktop Deluxe Program. To order prior year's programs, please select the link below:
Previous Year's Software

For additional filing instructions and mailing addresses, please select the link below.
IRS 1040X Instructions

Note: You must have Adobe Acrobat Reader installed to view the IRS’s instructions.

Related Links:

Amending Your State Return