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 haven’t actually e-filed or mailed your return yet. Just open your return and make any changes, and file when you're ready.
- Your e-filed return is rejected. Just make your changes and then resubmit or mail your return.
- Your e-filed return is still pending. Wait until the return is accepted before amending. If rejected, just make your changes and then resubmit or mail your return.
- 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.
- You printed your return, but haven't mailed it in, and need to change something on it. Follow these instructions to change 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:
- 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 2019 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).