How to fill out Form 1040X, Amended Tax Return

You can follow the link below to get the current version of this self-calculating form. But before you download it please click Like and/or Subscribe. The software is free, so it's a small price to pay. Thanks. Much appreciated. www.pdftax.com/

[@flirtwd]

This is the only video on KZbin that gets down to the point on how to amend your tax return when a new w2 is received. Thank you sir!

[@ShmurdaShai]

Yesss thought it was just me

[@indian23hhs]

This is a great walk through. All the tax services in SA TX charge $148 for this. You are doing gods work my brother, keep it up!!!!!

[@reneegriffith2375]

I had to re-watch one area and finally the lightbulb went off and finally got this amend done. So glad I found this you tube channel. Thank you for explaining how to fill this out.

[@jennifer2421]

I would like to say that you are extremely helpful and so are your self-calculating forms. I can't thank you enough for taking the time out of your life to do this!

[@pdftax8031]

You're very welcome!

[@auxiliary]

Great form and helped me out a lot. I had 1098 correction that increased my deductions. Just getting around now to do it ....$300. Watching you also helped me where my error was.

[@meghanpinchek962]

Thank you John, for this step by step video! I had to watch the video at least a dozen times... and it took me 4 hours to flip back and forth from the video to my 1040x form to finish both pages. I wanted to be certain that all of my calculations were done correctly!! I didn't have the money for a tax consultant to help me complete the form, and your video saved me a nice chunk of money! (Maybe not the time, but now I know how to do it myself!) Again, thank you so much, this video was VERY helpful for me.

[@billytheweasel]

That was seriously professional! Thank you, I think I can do this! Turbotax entered my 401K distribution under pension & annuity instead of line 4a. Not sure if that's right but they uploaded my 1099 right from John Hancock! LIKED and SUBBED. Oops... I don't see 2020 1040-X on your self-calculating forms list anymore.

[@keithh1904]

This video helped me file for my military severance pay taxes. Thanks so much!

[@MzSugaBear66]

U figured out to fill out the form for severance pay .. I have a some questions about it... when he fill out the changes and add the taxes and etc.. we will leave the open.. right.. since it should not be taxed...help please...I wish a example could be shown for the ones filing the Severance pay...

[@lexikuhlmann1047]

Thank you so much, this helped me after I had a w2 sent to the wrong address therefore had to fill out a 1040X

[@castingrods6376]

Where do I find this particular form that does the calculations for me as your form does?

[@preciouslibra]

I received two w2 and both corrected. I filed the corrected one now I need to amend it with w2c. I'm stuck with the boxes 3-6,they appear with negative signs. What this could be

[@ronin4710]

Do you have any idea of what other documents do I need to put inside the envelope along with my 1040x?

[@lemuelcooper3023]

What do I enter in column A, B, and C if I am amending my 2018 tax from HOH to MFJ? Both of us filed HOH in 2018

[@theresaakins2317]

I have a very, very time sensitive question. For line 5 of the 1040 X Rev July 2021. For line 5 it says subtract line 4b from line 3. If result is zero or less, enter 0. Which column do I put the zero sum? My relative had no taxable income so would I put the zero in column A B or C?

[@shellsetapart9062]

how do you add a 300 charitable contribution to the standard deduction is it a separate line or can you just add it to the standard deduction

[@maryawnee3081]

thank you so much, you just saved me from paying a tax preparer

[@carospereman3537]

Thank you for doing this. Worked like a charm. Thank you again.

[@leetomlee7265]

Thanks for sharing. So if i do not agree with the IRS , should i just re enter the same figure onto the 1040x to confirm that I did not owe anything? Appreciate any suggestion and help.

[@lnkinc6823]

Thank you so much for the video. Are we to put the non refundable credit anywhere and if so where? Ex. form 8863 a portion is showing up on 1040 line 50 and then the other part of the credit is 1040 line 68 but on the amended it is only asking for line 68 in the original amt. Thank you

[@texasboy1457]

If all I need to do is remove a dependent would I not fill out anything for the tax part of the form & only adjust the dependent box on the 2019 form? If so, which box is it?

[@jp6god288]

Who’s here because they didn’t get their stimulus check because your parents filed you as a dependent

[@red_astr0382]

I'm here cuz I accidentally said I was a dependant.

[@babyjudyx212]

@@red_astr0382 did you figure out how to fill it out? I'm on the same boat as you

[@sharimilne7394]

I'm here cuz we got married 2- 14-2020 and filed our taxes too and it wasn't noticed.

[@Seredenko3207]

@@babyjudyx212 I'm sorry but I'm in the same situation, can you help me and answer a couple of questions?

[@Embole-uk1tl]

Hello, I filed ira 2k in original tax, but was denied at bank because pass the dead line of 4-18-22? Please advise. Thank you 🙏 Ps. Do you have to send in all the original ( 1040, schedule a,b etc...) again with this amended one ?

[@mberge1]

I have a rental property and had many repairs done. When I filed I used an online service that didn't allow depreciation using the form 4562. Can I use the 1040x to amend that return and would I also send in a form 4562 for depreciating the cap ex improvements of around 20k?

[@jalucabrasi3382]

FINALLY someone who speaks English. Thanks so much for this video boy imma tell ya I was bout to mess up big time in this form til I watch this video damn dodged bullet on that one phew

[@SheryMalik936]

Sir, How long one can revise or amend their return? Is there penalty for fing 1040x?

[@KnB8721]

Thanks so much for this video! I have a question I need to make an amendment after receiving the refund payment, I received my 1099 R in the mail. taxes were taken out the distribution before it was dispersed but how would I document the amount I got for the tax refund payment on the 1099x form ?

[@hectorpinol7951]

Hi very good video but still a little confused. But my question on this form it includes the previous w2 s and the one you might have forgotten as well?

[@amandapinckard4634]

would tax witheld be the combined taxes? im a bit confused as i am trying to fix something

[@lakittakent]

Hello, if my 2016 taxes were kicked back only due to the fact the IRS didn't send me my PIN # (that they NEVER sent me), do I have to file a 1040X??? I mean, am I able to just put this years PIN on it and resend the information???

[@JaGem2007]

Great job for providing this service

[@mordykatsevman8161]

I was wondering if I file my 2019 tax return in 2021, will I still be able to get my stimulus check?

[@nightmoon918]

My dad's SSDI was reported as income and he needs to amend it. Do we use just the form 1040x to make corrections? Oh and the kept his SSA-1099

[@CK-ie4hp]

Thanks for the video. What if I forget to report a 1099-D (for dividends) because I received the form later after I’ve already filed my taxes. Where do I enter the dividend income? It’s around $160 total

[@rickkix]

Very helpful video, thank you! What forms must I include with this? Do I include my original 1040 form with it?

[@wl3578]

If I did not entered one 1099 detail information but I did include the income as other income when I filed the return, how can I do the amended return while I don’t have any increased tax liability

[@anastaysia]

There was a 1099 reported on my 1040, which needs to be taken off(should have not be on my 1040). The IRS overpaid made adjustments, refund me an amount and charge me a fee(which I paid). I want to correct to get the proper refund(which was less, so id owe) and receive the payment penalty fee back after the corrected 1040x. The funds I owe(due to original over refund less the actual refund) to the IRS can be taken from the payment I made to the IRS pre 1040 x correction. Is that possible? Please help and let me know if this is clear. You assistance would be golden.

[@lynngrant1198]

Where should I put an IRA contribution? I filed then invested. Does it go under a deduction of wages?

[@clarasofiacontrerasdiaz3168]

Hi! For the new return form that we have to submit additionally to this form, when they say to put “Amended” on top is it by hand?

[@pdftax8031]

Yes, correct

[@highervibes111]

Hi there, I clicked the link that takes to the self-calculating IRS forms, but this form 1040-X is not available :(

[@adamjones9857]

Thanks for posting this. It really pointed me in the right direction!

[@samamorino6615]

Hi , I have to amend my tax for the year of 2018 , first is that still okay to do , and secondly the amendment is because I failed to claim the CHILD TAX CREDIT that year and I qualified for it . I do not see anything on the 1040-x where I can add that information. Can you please guide me in the right direction? Thank you so much for your anticipated help in this matter

[@sevenofspades]

I can't find in my original 1040 any checkbox in the line 11a. Should I use the value Table as you did or I should leave it empty. Thanks so much for this video. It was super helpful.

[@colleendonovan2461]

Where do u add EIC and UC benefits and 1099R?

[@financialservicesprofessio7377]

Hi John: Thank you very much for this video and the other videos that you've produced. They are very educational and informative. My question to you is that on line 5 of the 1040x, your calculator does not take into consideration when a number in this line is less than zero. I think the instruction on line 5, says that if the amount is less than zero, we should enter zero. I now have a situation where my amount in that line is a negative number, and I have tried to override it to make it a zero, but it is not allowing me to do so, without disabling the entire program calculator. Because I am not able to make the number on this line zero, I am not sure the effect this might have on the rest of my 1040x calculations. Do you have any suggestions? I will appreciate any help that you can render. FD

[@pdftax8031]

Thank you for your valuable input. Much appreciated. This is obviously something that needs to be fixed. And it has been. You can download an updated version of 1040X here: www.pdftax.com/

[@paulasanchez9189]

My daughter marked that no one could claim her, so her Father wasn't able to, though she lived with us and attended school and only worked part time. Can this be amended? Also, does it carry over to the State return, or is that a separate amendment?

[@RodStewartFan]

Thank you John, I have tried downloading your pdf and opening in Adobe and I've tried opening it in MS Edge, both times you can't I've tried on several computers, any suggestions to get these working? I would really appreciate your help, I've been trying to get this done as my CPA didn't reconcile my HC subsidies. I've got everything corrected but can't finish 1040X, THANK YOU

[@pdftax8031]

Try this on a Windows 10 machine. Reboot. Download a new copy of 1040X. Open it with Adobe.

[@trulydiamond]

Where do I find agi on the original tax return

[@sarahhanlon3509]

I just filed my 2020 tax return and it was accepted. But I need to remove one of my dependents and I have absolutely no idea how to do this? I need help please!!!

[@Filluminatti_Fillionaire]

My 1099G wasnt filed in 2020 and 2021. Can I file it using this form?

[@tchims9103]

John, If I have business (organizational/startup) expenses from my single-member LLC, I was told I can add them to my personal taxes (Schedule C). I want to amend my original 1040, using 1040X/Schedule C, to include these expenses. Doable you think? Thank you SO very much for the videos & resources, you are truly AWESOME!!

[@roxan3041]

So how do I remove the Child EIC from a return that already has been filed?

[@kariannbrown9351]

Thank you for making this step by step! Super helpful! Quick question, if only one spouse has a corrected W2 do we still document both wages/taxes. Additionally, how will they know which individuals W2 is being corrected (or does it not matter)?

[@anitazhang1407]

Thank you so much. Helps a lot and saved me from amendment!!!

[@FadiGamingRP]

i did my wifes taxes, i wrote them under spouse and checked "married filing spereate" but when we submitted they did it jointly,,,, was i supposed to leave spouse blank?

[@sherlyndavid8076]

The state sent me the adjustment amount for unemployment for 2021. How do I document that on the 1040-x?

[@cambriaferreri183]

Do you use this for cancelation of debt as well ?

[@tassoumaate3293]

Greeting Sir, where can I find numbers to put in box 1,2,3...? Are they the ones in my original W2? Thank you!

[@pdftax8031]

In column A these come from your original form 1040, the one that you are amending. Column B is for the changes. If you forgot to include a W2 on the original 1040 you'd put it on line 1, column B. Column C is column A plus column B for each line.

[@embeckett1169]

What if you want to change just your dependants?

[@jjsc4396]

A common unanswered question goes to entry format. Whether a blank is equivalent to zero. For example, if taxable income at line 11 is zero, my accountant entered nothing additional on the form through and including line 23. There are a HUGE number of things like this that written or video form information ignores as if everyone "just knows".

[@carolinamujica8171]

I’m what box should we put education expensss that were not seclared

[@octamp]

Filled out this form due to forgetting depreciation. What do I need to include in the mail along with form 1040x?

[@pdftax8031]

Depreciation goes on form 4562.

[@yeecheng9500]

Thank you so much! I was getting frustrated, figuring out how to do taxes on my own, but you made the process much easier for me.

[@ReflexXII]

So I filed about a month ago and already got my return but then robinhood sent me my 1099 since I'm new I didn't know I was getting one since I only made $211.17. So what do I do?

[@isaipena1811]

Did you ever figure this out?

[@MidwestBrotha]

Do you have form 1045 as an example of how to fill out.

[@abmcd9381]

can you amend a 2021 return and add to your ira to reduce your tax burden?

[@myieshajones3758]

Help!!!!!! My situation is different and I need help with mine

[@leighannray905]

How can i do one for 2019 year

[@gabbalishous353]

so did they get 206 prior and then get an additional 200? what does the 206 represent?

[@pdftax8031]

The 206 represents the refund they got on their original tax return.

[@nursecat29]

If I am changing my filing status from HOH to MFS am I just plugging in the information from my 2018 taxes?

[@pdftax8031]

Amounts from your original HOH return go in column A. Corrected amounts from the MFS return go in column C.

[@patriciawertz9787]

I am filing a 2019 amended tax return. The only thing I need to change is the dependents section and claim the child tax credit. I don't know how to complete form. Help

[@jimhenderson2308]

No mention on what documents should be mailed in addition to the 1040X if any.

[@amyfitzgerald6434]

Hi there, I went to download this 1040X form and it is not on your list. Is there someplace else I can find it???

[@pdftax8031]

The IRS hasn't published the 2020 version of 1040X yet.

[@washitawanu]

Hello, your self-calculating 1040x does not work on a Mac. Is it only PC friendly?

[@pdftax8031]

It should. It's a pdf file. If you open it with Adobe Reader it should run just as well on a Mac.

[@miriammiriamxoxo]

Thanks for explaining this so clearly!! So I have one more week to amend my 2020 tax return?

[@alainrichard5522]

Hello. My employer reported $2,000 as social security tax withheld while $3,000 was withheld. On which line should I report the correct amount of the social security tax withheld on 1040-X?

[@karmathebrit7856]

If nothing financially has changed on the return, and you are simply changing perrsonal info such as name, address etc. Do you still have to fill out the financial information boxes if nothings changed? If so do you just fill out the original and then correct boxes with the previous info?

[@pdftax8031]

Here's what the 1040 instructions say: Name Change: If you changed your name because of marriage, divorce, etc., be sure to report the change to the Social Security Administration (SSA) before filing your return. This prevents delays in processing your return and issuing refunds. It also safeguards your future social security benefits. Address Change: If you plan to move after filing your return, use Form 8822 to notify the IRS of your new address.

[@sokhasam831]

Thank you. This is helpful. I need help on the 1040x, My friend took out 35,000 during covid time. She didn't have to pay back for 3 years. Now the IRS asked her to file a deficiency and along with 1040x for her 2020 tax year. How would she go about doing this?

[@96loveconquersall]

Thank you, this was very helpful, butt question is what do I do with line 7? My original form is 0 for credits, but in the instructions for an amendment, it states : If you made any changes to Form 1040x,lines 1-6, be sure to refigure your original credits

[@Lyricjunki3]

How did you send in your electric tax return

[@mordykatsevman8161]

if i need to remove dependents for 2019, should I write anything in the 24-30 lines?

[@pdftax8031]

Here's what the instruction on the form says. ! CAUTION For amended 2018 or later returns only, leave lines 24, 28, and 29 blank. Fill in all other applicable lines.

[@DanaBlackUFC]

I accidentally filed single meant to file head of Household. Would I just mark head of household and plug in original numbers?

[@pdftax8031]

Income is the same, but standard deduction increases, so taxable income and tax decreases.

[@reginalhooks9950]

If there are no adjustments required would you leave line 7 to 22 blank?

[@pdftax8031]

If there's no changes in column B, then you probably don't need to file 1040X.

[@KerrificDeeds]

I forgot to add a 1099 G unemployment Would I put that amount in the same box you put their missing W2?

[@scholarlypursuitz690]

Hi, i need to amend my taxes because my ex and I sold a rental property. Inhave the schedule d and the 4797 that his accountant gave me. Not sure where to out that information.

[@pdftax8031]

This is a fairly complex transaction. My best advice is to get your accountant to help you with it.

[@prestigewash76]

Can I do this for ERC program

[@shravanm123]

I have used a tax preparer and I have missed declaring dividends on 16$ and 32$ in 2018 and 2019 tax returns... do I need to amend them? If so, can I myself amend these or do I need to contact the tax preparer to do these.. I might just end up paying 20-30$ overall but the tax preparer is charging 300$ for two years...any suggestions please? Thnx in advance

[@pdftax8031]

You can do it yourself if your comfortable doing it. You're not required to use a tax preparer.

[@DaBeast0809]

Thanks! Just saved me $200 that H&R Block wanted to charge me.

[@Qapital_J]

SAME

[@GalexZ-]

Is there an Android App that will allow Self Calculation? Or will this work best on a desktop? Adobe sign & fill won't work.

[@pdftax8031]

Just desktop.

[@connieapa3539]

Hello, do you have a self-calculating 1040x for tax year 2016?

[@pdftax8031]

Sorry. We don't

[@tylerdoan3666]

Do I need to send in my original 1040 with thew 1040x?

[@pdftax8031]

Just the corrected 1040 and any other schedules that changed.

[@veroramirez4127]

You added an extra income what if I need to add two forms of income one for unemployment and one for inheritance

[@FlyRapidly]

Any way to contact you for help on the 26th to amend my federal and state this will be the first time and would love if you could help me bro

[@madmediagal2388]

Hello, how would you amend because of a 1099 was not included. The 1099 say 20,000 income would get a schedule C with gig expenses of $15460?

[@pdftax8031]

You need to fill out schedule C and schedule SE as well as an amended form 1040 and attach them to 1040X.

[@bondonny8584]

Hi can I email you a question regarding 1040x?

[@hankwarda4967]

Where do I subtract for moving expenses on the 1040-x amended form

[@pdftax8031]

Line 1, but you also need form 3903 for moving expenses.

[@ericastanton2010]

forgot a 1099-B but took a loss. Already applied a capital loss carry over of $3000 for previous years losses, hence, not having to pay any additional tax and not getting any additional refund. So in filling out the form , everything in column B=0. Do I need to fill in all information from 1-23? Where do I get the Tax liability? is that essentially information form 1040 form?

[@pdftax8031]

Regarding the forgotten 1099-B with a loss. The instructions for 1040X don't specifically address that issue. Since you already have the maximum $3000 loss on your 1040 that won't change, so column B will all be 0. So what I would do if I were you is to fill out all the lines 1 to 23 even though nothing changed. Then explain why you are filing 1040X in the explanation lines on page 2. And be sure to attach a corrected copy of schedule D, which should show an increased carryover amount.

[@norrisnolimit2129]

So is this the only form I'd have to send to them along with the signed portion only

[@pdftax8031]

No, you need to send a copy of any other form that changed.

[@abdullahmeneese1116]

pleas help me. I accidentally filed as independent. How do I change my status to dependent using this form?? pleeease provide the exact box number because I cant find it!!

[@pdftax8031]

Depends on which year you are amending.

[@Csavv1]

So I got audited and never got why I was to get 14568 and got 5000 how do I amend that as a small business owner

[@BlissfulKingdomReacts]

i went to link you left in the description and theres on 1040 form no 1040x and i need 1040x to amend tax right

[@pdftax8031]

The IRS hasn't released the 2018 revision of 1040X yet. Probably not till mid February.