Common reasons a return may need amendment
- Income was omitted or reported incorrectly
- Business income or expenses did not agree with final bookkeeping
- A dependent, credit, deduction, or filing-status item needs correction
- A tax document arrived after the original return was filed
Before filing the amendment
We review the original return, the new supporting information, and any IRS or state correspondence. If the original return is still processing, timing may also matter.
This page provides general educational information. Tax results and representation options depend on the taxpayer's specific facts, records, account status, and current law.