Question

After filing my taxes, I realized I forgot to claim some deductions and credits. The deductions and credits don’t affect my refund. Should I still use Form 1040X to amend my return and add credits?

Answer

Maybe — you might be able to carry over some credits and deductions. It’s important to claim them if the credits or deductions you left off can be carried over to future years. That way, they’re available in the future when you can claim them.

Since you’ve filed your return, use Form 1040X to amend or add credits or additional tax information to your return. Submit Form 1040X to the IRS. Form 1040X will be your new return.

To prepare the Form 1040X, you need both of these:

  • Your original Form 1040
  • A new Form 1040 with both the deduction and credit corrections

Form 1040X will ask for the old and amended calculations, as well as the difference between the two.

You can prepare Form 1040X using the H&R Block online program, but you’ll have to print and mail it. The IRS doesn’t allow you to e-file Form 1040X. To learn more, see www.irs.gov.

Allow the IRS 16 weeks to process your amended return. You can check the status of your return on the IRS website three weeks after mailing your return.

If you amend your federal return, you might also need to amend your state return. Contact your state tax agency for more information.

Related Topics

Related Resources

Reporting A Corrected W-2 After Filing

Did you receive a W-2 correction after filing your taxes? Learn more from the tax experts at H&R Block.

What To Do If You Can’t Pay Your Business Taxes

Learn how to request an IRS payment option, like an extension to pay or an IRS installment agreement, when your business owes taxes and can't pay.

IRC 6020(b)

IRC 6020(b) gives the IRS authority to prepare a return on behalf of a business, commonly called a substitute for return (SFR). Learn more from H&R Block.

Unfiled Tax Return

Learn what happens when you have unfiled tax returns and how to fix the issue. Get the IRS definition and more insight from the experts at H&R Block.