Fillable Form 1040-X

What is Form 1040-X?

Form 1040-X, Amended U.S. Individual Income Tax Return, is used by taxpayers to file their tax returns to be amended. Furthermore, they may also use this form to do the following:

• Correct the following forms:
  • Form 1040, U.S. Individual Income Tax Return
  • Form 1040-SR, U.S. Tax Return for Seniors
  • Form 1040-NR, U.S. Nonresident Alien Income Tax Return
• Make certain elections after the given deadline
• Change amounts previously adjusted by the Internal Revenue Service (IRS)
• Make a claim for a carryback because of a loss or unused credit

Taxpayers may fill out Form 1040-X only after they have filed their original returns. Normally, taxpayers who are filing for a credit or refund must fill out this form within three years after they have filed their original returns.

How to fill out Form 1040-X?

Applicants can download and print a PDF copy of Form 1040-X from the Internal Revenue Service (IRS) website that they can manually complete. They can also fill out Form 1040-X electronically on PDFRun.

To fill out Form 1040-X, you must provide the following information:

Calendar Year

Enter the calendar year for the income tax return to be amended.

Fiscal Year

Enter the month and the year ended for the income tax return to be amended.

First Name

Enter your legal first name.

Middle Initial

Enter your legal middle initial.

Last Name

Enter your legal last name.

Your Social Security Number (SSN)

Enter your social security number (SSN).

Spouse’s First Name

Enter your spouse’s legal first name.

Spouse’s Middle Initial

Enter your spouse’s legal middle initial.

Spouse’s Last Name

Enter your spouse’s legal last name.

Spouse’s Social Security Number (SSN)

Enter your spouse’s social security number (SSN).

Home Address

Enter your home address including your house number and street name.

Apartment Number

Enter your apartment number.

City, Town, or Post Office

Enter your city, town, or post office.

State

Enter your state.

ZIP Code

Enter your ZIP code.

Foreign Country Name

Enter your foreign country name if you have a foreign address.

Foreign Province, State, or Country

Enter your foreign province, state, or country.

Foreign Postal Code

Enter your foreign postal code.

Amended Return Filing Status

Mark the appropriate box which corresponds to your filing status. You may select:

• Single
• Married filing jointly
• Married filing separately (MFS)
• Head of household (HOH)
• Qualified widow or widower (QW)

You cannot change your filing status from “Married Filing Jointly” to “Married Filing Separately” (MFS) after the return due date.

If you checked the “Married Filing Separately” (MFS) box, enter the full legal name of your spouse.

If you checked the “Head of Household” (HOH) box, enter the name of the child if the qualifying person is a child and not your dependent.

Income and Deductions

Enter in lines 1 through 23 the amounts for the return year in columns A, B, and C.

Line 1

Mark the box provided if a net operating loss (NOL) carryback is included in your adjusted gross income. Then, the original amount of your adjusted gross income in column A, the net change of your adjusted gross income in column B, and the correct amount of your adjusted gross income in column C.

Line 2

Enter the original amount of your itemized deductions or standard deduction in column A, the net change of your itemized deductions or standard deduction in column B, and the correct amount of your itemized deductions or standard deduction in column C.

Line 3

Subtract the amount in line 2 from the amount in line 1. Then, enter the original amount of the difference in column A, the net change of the difference in column B, and the correct amount of the difference in column C.

Line 4a

This portion is reserved for future use and must be left blank.

Line 4b

Enter the original amount of your qualified business income deduction in column A, the net change of your qualified business income deduction in column B, and the correct amount of your qualified business income deduction in column C.

Line 5

Subtract the amount in line 4b from the amount in line 3. Then, enter the original amount of your taxable income in column A, the net change of your taxable income in column B, and the correct amount of your taxable income in column C.

Tax Liability

Line 6

Enter the methods you have used to figure out the tax. Then, enter the original amount of your tax in column A, the net change of your tax in column B, and the correct amount of your tax in column C.

Line 7

Mark the box provided if a general business credit carryback is included in your nonrefundable credits. Then, enter the original amount of your nonrefundable credits in column A, the net change of your nonrefundable credits in column B, and the correct amount of your nonrefundable credits in column C.

Line 8

Subtract the amount in line 7 from the amount in line 6. Then, enter the original amount of the difference in column A, the net change of the difference in column B, and the correct amount of the difference in column C.

Line 9

This portion is reserved for future use and must be left blank.

Line 10

Enter the original amount of your other remaining taxes in column A, the net change of your other remaining taxes in column B, and the correct amount of your other remaining taxes in column C.

Payments

Line 12

Enter the original amount of your withheld federal income tax and excess social security in column A, the net change of your withheld federal income tax and excess social security in column B, and the correct amount of your withheld federal income tax and excess social security in column C.

Line 13

Enter the original amount of your estimated tax payments in column A, the net change of your estimated tax payments in column B, and the correct amount of your estimated tax payments in column C.

Line 14

Enter the original amount of your earned income credit in column A, the net change of your earned income credit in column B, and the correct amount of your earned income credit in column C.

Line 15

Mark the appropriate box which corresponds to which form you got your refundable credits from. You may select:

• Schedule 8812 (Form 1040), Credits for Qualifying Children and Other Dependents
• Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains
• Form 4136, Credit for Federal Tax Paid on Fuels
• Form 8863, Education Credits
• Form 8885, Health Coverage Tax Credit
• Form 8962, Premium Tax Credit
• Others - Specify which form contains your refundable credits.

Then, enter the original amount of your refundable credits in column A, the net change of refundable credits in column B, and the correct amount of your refundable credits in column C.

Line 16

Enter the correct amount of the total amount you paid in column C.

Line 17

Enter the correct amount of your total payments in column C.

Refund or Amount You Owe

Line 18

Enter the correct amount of your overpayment in column C.

Line 19

Subtract the amount in line 18 from the amount in line 17. Then, enter the correct amount of the difference in column C.

Line 20

Enter the correct amount you owe in column C.

Line 21

Enter the correct amount you overpaid on this return in column C.

Line 22

Enter the correct amount you wanted to be refunded to you in column C.

Line 23

Enter your tax year and the amount you want to be applied to your estimated tax.

Dependents

Complete this section to change any information regarding your dependents.

Line 24

This portion is reserved for future use and must be left blank.

Line 25

Enter the original number of the dependent children who live with you in column A, the net change of the dependent children who live with you in column B, and the correct number of the dependent children who live with you in column C.

Line 26

Enter the original number of the dependent children who don’t live with you due to divorce or separation in column A, the net change of the dependent children who don’t live with you due to divorce or separation in column B, and the correct number of the dependent children who don’t live with you due to divorce or separation in column C.

Line 27

Enter the original number of your other dependents in column A, the net change of your other dependents in column B, and the correct number of your other dependents in column C.

Line 28

This portion is reserved for future use and must be left blank.

Line 29

This portion is reserved for future use and must be left blank.

Line 30

List all dependents claimed on this amended return.

Part 1. Dependents

All of the instructions stated below will apply to all four parts of this section.

First Name

Enter the legal first name of your dependent.

Last name

Enter the legal last name of your dependent.

Social Security Number (SSN)

Enter the social security number (SSN) of your dependent.

Relationship to You

Enter the relationship you have with your dependent.

Child Tax Credit

Mark the box if your dependent qualifies for a child tax credit.

Credit for Other Dependents

Mark the box if your dependent qualifies for credit for other dependents.

Part 2. Presidential Election Campaign Fund

Mark the first box if you did not previously want $3.00 to go to the fund, but now you do.

Mark the second box if this is a joint return and your spouse did not previously want $3.00 to go to the fund, but now he or she does.

Part 3. Explanation of Changes

Enter your reason for filing Form 1040-X.

Sign Here

Your Signature

Affix your signature.

Date

Enter the current date.

Your Occupation

Enter your occupation.

Spouse’s Signature

Have your spouse affix his or her signature.

Date

Enter the current date.

Spouse’s Occupation

Enter your spouse’s occupation.

Paid Preparer Use Only

Preparer’s Name

Enter your preparer’s full legal name.

Preparer’s Signature

Have your preparer affix his or her signature.

Date

Enter the current date.

Self-employed

Mark the box if your preparer is self-employed; otherwise, leave it blank.

Preparer Tax Identification Number (PTIN)

Enter the preparer tax identification number (PTIN) of your preparer.

Firm’s Name

Enter the name of your preparer’s firm.

Firm’s Address

Enter the address of your preparer’s firm.

Firm’s Employer Identification Number (EIN)

Enter the firm’s employer identification number (EIN).

Phone Number

Enter the phone number of the firm.