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  • Hello, I'm Jill from Turbo Tax with some information

  • for taxpayers about using tax form 1040X.

  • Unless you've amended a tax return before, you may not know

  • why taxpayers file a 1040X or when you should use it yourself.

  • This is because filing a 1040X form is only necessary

  • to correct certain types of errors or omissions

  • on an original tax return after it's been filed with the IRS.

  • The IRS only allows you to file an amended return

  • on Form 1040X to correct a tax return that you originally filed

  • on Form 1040, 1040A, 1040EZ,

  • 1040NR or 1040NR-EZ.

  • But even if you file on one of these forms,

  • the changes you make on a 1040X must solely

  • relate to items that affect your taxes and not, for example,

  • to update your address, phone number or other personal information.

  • Typically, you can use the 1040X to increase

  • or decrease your gross income, to choose a new filing status

  • that you were eligible for, to claim deductions,

  • exemptions and credits you forgot to report

  • and to eliminate those that you aren't eligible for.

  • If you do claim a new deduction or tax credit

  • that requires additional forms or schedules,

  • you must be sure to file them with the 1040X.

  • And if you make changes to other forms and schedules

  • that you filed with the original tax return

  • you need to prepare them over again.

  • However, it's not necessary to prepare the

  • actual tax return form again.

  • Before deciding to amend your return,

  • you should be aware that the IRS doesn't want you to file

  • a 1040X to correct minor mistakes,

  • such as mathematical errors or forgetting to attach

  • required schedules and forms to the return.

  • The IRS will check your return for mathematical accuracy

  • and will recalculate your taxable income if necessary.

  • And if you forget to attach a Schedule A when reporting

  • itemized deductions or fail to attach a W-2,

  • the IRS will request these documents from you

  • after it processes your return.

  • And don't forget, the changes you make to your federal return

  • may affect your state income tax return

  • so you may need to check if an amended state return is necessary as well.

  • When you file your taxes with TurboTax,

  • we guarantee our calculations will be 100% accurate.

  • We'll also perform a variety of error checks to

  • help you file an accurate tax return.

  • If you do end up having to amend your return,

  • we can help you file a 1040X as well.

  • For more information about this and other tax topics, visit TurboTax.com.

Hello, I'm Jill from Turbo Tax with some information

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何時使用1040X稅表--TurboTax稅務技巧視頻。 (When to Use Tax Form 1040X - TurboTax Tax Tip Video)

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    林宜悉 發佈於 2021 年 01 月 14 日
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