When I filed my original 1040, I mistakenly wrote a number on a line that shouldn’t have had any amount. I’m filing a 1040-X to correct this, but the instructions confuse me. Nothing else about my finances has changed. Should I include a revised 1040, my original 1040, or any other forms like W-2s?
Has your original return been processed yet?
Kingsley said:
Has your original return been processed yet?
Yes, my original 1040 was processed, and I sent a 1040-X that was rejected. Now I’m sending a second amended form. I wrote a clear explanation for the change, but I’m unsure if I should include the original 1040, a revised one, or other documents.
@Parker
You only need to include forms or schedules that have changes. Are you sure this amendment is necessary? If it doesn’t change your total tax, the IRS might correct it automatically.
Dane said:
@Parker
You only need to include forms or schedules that have changes. Are you sure this amendment is necessary? If it doesn’t change your total tax, the IRS might correct it automatically.
I’ve been told I do need to amend it because the IRS didn’t fix it automatically. My mistake was putting a number for estimated tax payments on my 1040 when that line should have been 0. This hasn’t changed any forms, just the amount reported.
@Parker
If you paid the correct amount originally, this error should not result in you owing more. Did you already pay the IRS the correct amount or receive an incorrect refund?
Dane said:
@Parker
If you paid the correct amount originally, this error should not result in you owing more. Did you already pay the IRS the correct amount or receive an incorrect refund?
I paid the correct amount when I filed, but due to my mistake, the IRS thinks I owe more. I didn’t overpay or get a refund—I’m just trying to fix their perception of what I owe.
What exactly was the mistake?
Oli said:
What exactly was the mistake?
I mistakenly entered a number on line 26 (estimated tax payments) when it should have been 0. I’m filing a 1040-X to remove that number.
Oli said:
What exactly was the mistake?
I mistakenly entered a number on line 26 (estimated tax payments) when it should have been 0. I’m filing a 1040-X to remove that number.
If you paid the correct amount originally, this correction might not even require an amendment. Are you sure the IRS won’t adjust it for you?
@Oli
They told me I need to file an amended return because they haven’t corrected it. This error makes it look like I owe more than I do, and I’m fixing that with the amendment.
Parker said:
@Oli
They told me I need to file an amended return because they haven’t corrected it. This error makes it look like I owe more than I do, and I’m fixing that with the amendment.
This still seems odd. If you amend to lower your estimated payments, the IRS will show you owe more, not less. What’s on lines 24, 25d, 26, 32, 33, and 37 of your original return?