How Many Years Do I Have to File an Amended Tax Return?

 

Most taxpayers know an amended return is possible for a current year tax return – especially if it’s just been a short while since you filed. But what if you discovered something missing on an older return? You may be wondering how many years you have to file an amended return. Don’t worry – we can help you understand your options.

Maybe you found a tax form behind your desk or maybe you receive an adjustment to a 1099 form from your bank – whatever the reason for having new information, you can generally go back three years to file an amended tax return in order to claim a credit or refund.

Said differently, that means the calendar years 2017 through 2020 are available to amend. If you discover a substantial mistake that results in a liability you should consider filing an amended return whether or not you are within the time frame above in order to avoid risking an audit.

If you are amending your return due to a new schedule or form, be sure to attach that schedule or form to your amended return.

When Can I Amend a Tax Return for This Year?

If you need to amend your filing for the current tax year, there are some considerations for when you can amend your tax return. Once you’ve been notified that the IRS received and accepted your 2020 return, you can prepare an amended return using Form 1040X.

If you’re filing an amendment to claim an additional refund, the IRS recommends that you wait until you’ve received the original refund before filing Form 1040X.

If your amendment means you’ll owe more in taxes, you should file the amendment and pay what you owe as quickly as possible to minimize potential interest and penalties.

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