Tax Return Amendments

A tax amendment updates a return that has already been filed.

Sometimes people realize after filing that something important was missing or entered incorrectly. When that happens, the IRS allows the return to be corrected through an amended return.

An amendment simply updates the original return so the information reflects what should have been reported.

A tax amendment may be necessary if:

• You received another W-2 or 1099 after filing
• Income was accidentally left off the return
• A dependent was not included
  Filing status was entered incorrectly
• A tax credit was missed
• Something on the return doesn’t look correct

Not every situation requires an amendment, which is why reviewing the original return is always the first step.

Step 1 — Complete the Intake Form
This allows me to review the details of your situation and determine whether an amendment may be necessary.

Step 2 — Return Review
Your previously filed return and any additional documents will be reviewed.

Step 3 — Amendment Preparation
If an amendment is needed, the updated return will be prepared and reviewed before submission.

Step 4 — Submission to the IRS
Once signed, the amended return is submitted to the IRS for processing

• Amendments are meant to correct information on a tax return, not simply increase refunds.
• Some amendments result in additional refund, while others simply update the return.
• The IRS typically takes several months to process amended returns.
• The original return should usually be processed before submitting an amendment. 

If you believe something may have been missed on your tax return, the first step is reviewing your situation.

You can begin by completing the Amendment Intake Form below.

If you would like to be notified when amendment appointments open, you can also join the Amendment Waitlist.