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343 Swanson Dr.
Lawrenceville GA 30043
USA

Tel. (770)299-1300

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Amendments



We Find Credits/Money/Refunds Others Miss

Are you sure you got your full refund last year? What about the last three years? Depending on your circumstances, you may not have claimed all the credits or deductions you were entitled to. We'll check returns for FREE that you or others prepared and we may be able to get you more money back.

What is an Amended Tax Return?

An amended return is filed in order to make corrections to a tax return from a previous year. An amended return can be used to correct errors and claim a more advantageous tax filing. For example, one might choose to file an amended return in instances of misreported earnings, tax credits or dependents.

What should you do if you already filed your federal tax return and then discover a mistake? First of all, don't worry. In most cases all you have to do is file an amended tax return with us to get your full refund. 


Common mistakes include:

Missed education credits:

If you are a student or are a student’s parent, are you sure you are taking full advantage of the American Opportunity Credit, the Lifetime Learning Credit and all available deductions for tuition? The rules are complicated and errors are common.

Inaccurate filing status:

It’s critical to select the optimum filing status given its impact on the value of some credits and deductions. For some families, changing their filing status can make them eligible for a larger refund.

Overlooked Earned Income Tax Credit:

The Earned Income Tax Credit can mean thousands of extra dollars for working families. Qualifying for this valuable credit depends on some complicated rules regarding income, marital status and family size and it is often missed. In fact, the IRS says only 20 percent of those eligible claim this credit.

 The amendment review is free, so stop by our office today to see if you’re due a larger refund from years past. 

Pricing

All pricing of tax return amendments are based on time spent on the return and will be disclosed to the client for approval. Cost of amendments vary case by case and are not based on fixed pricing. Please contact us if you have any questions.


10 Facts about amended tax returns.

But before you do that, here are 10 facts you should be aware of when filing an amended tax return.

1. Use Form 1040X, Amended U.S. Individual Income Tax Return, to file an amended tax return. An amended return cannot be e-filed. You must file it on paper. Contact us if you need assistance or have any questions about Form 1040X.

2. File an amended tax return if there is a change in, or you made an error regarding your filing status, income, deductions or credits on your original return.

3. In most cases, you do not need to file an amended return to correct math errors because the IRS automatically makes those changes for you. Also, do not file an amended return because you forgot to attach tax forms, such as W-2s or schedules. The IRS normally will send a request asking for those.

4. Generally, you must file Form 1040X within three years from the date you filed your original tax return or within two years of the date you paid the tax, whichever is later. For example, the last day for most people to file a 2010 claim for a refund is April 15, 2014. Special rules may apply to certain claims. For more information see the instructions for Form 1040X or call us.

5. If you are amending more than one tax return, prepare a 1040X for each return and mail them to the IRS in separate envelopes. Note the tax year of the return you are amending at the top of Form 1040X. You will find the appropriate IRS address to mail your return to in the Form 1040X instructions.

6. If your changes involve the need for another schedule or form, you must attach that schedule or form to the amended return.

7. If you are filing an amended tax return to claim an additional refund, wait until you have received your original tax refund before filing Form 1040X. Amended returns take up to 16 weeks to process. You may cash your original refund check while waiting for the additional refund.

8. If you owe additional taxes with Form 1040X, file it and pay the tax as soon as possible to minimize interest and penalties.

9. You can track the status of your amended tax return for the current year three weeks after you file. You can also check the status of amended returns for up to three prior years.

10. To use the "Where's My Amended Return" tool on the IRS website, just enter your taxpayer identification number (usually your Social Security number), date of birth and zip code. If you have filed amended returns for more than one year, you can select each year individually to check the status of each.

Questions about amended returns? Give us a call today. We'll take care of it--so you don't have to.