Do I need to amend? - Intuit Turbo Real Money Talk

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Do I need to amend?

Amending your return means filing a new form, 1040X. This is only required in certain situations.

In other situations, you can change your original return and you should not file a new form.

Don't amend if:

  • You received a government notice that doesn't specifically tell you to amend (e.g. math error corrections, request for additional forms, etc.). Just follow the instructions in the notification.
  • You entered the wrong bank account to get your refund.
  • You received Forms 1095-B or 1095-C and the info matches what you reported on your return.

On the other hand, you will need to amend if you already mailed your return (or the government accepted your e-file) and:

  • Your 2017 return was affected by the deductions or credits that were extended per The Bipartisan Budget Act of 2018.
  • You need to report a tax form you forgot about or received post-filing (most commonly a W-2, 1099, or 1095-A).
  • You received a corrected tax form after filing (the "corrected" box is checked) and the new info changes your refund or tax due amount.
  • You forgot to report income or claim dependents, deductions, or credits.
  • You accidentally claimed dependents, deductions, or credits you're not eligible for.
  • You made an error that affects your bottom line, such as reporting income or deductions in 2018 that should've been claimed in a prior tax year (in that case, you'll need to amend all affected tax years).
  • You need to change your filing status (for example, you want to change from Single to Head of Household).
  • We instructed you to amend because of a program error (uncommon).

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