Have you ever filed your tax return, only to realize after sending it off that you made a mistake? Perhaps you forgot a deduction, found a new document, or realized your filing status was incorrect. Don't worry, it happens to the best of us! The good news is that the IRS allows you to correct these errors by filing an amended tax return, specifically using Form 1040-X, Amended U.S. Individual Income Tax Return.
But once you've sent that amended return, a new question often arises: How do I track its status? Unlike original tax returns, which often process relatively quickly, amended returns can take a significant amount of time. Knowing how to check their progress is key to managing your expectations and understanding when to expect any potential refund or further action from the IRS.
This comprehensive guide will walk you through everything you need to know about tracking your IRS amended return, step-by-step, along with important details and frequently asked questions.
Tracking Your IRS Amended Return: A Step-by-Step Guide
It's crucial to understand that tracking an amended return is a bit different from tracking your original tax refund. The IRS has a dedicated tool for amended returns, and the processing times are generally longer. Let's dive in!
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| How To Track Irs Amended Return |
Step 1: Understanding Form 1040-X and Its Importance
Before we get to tracking, let's quickly review what Form 1040-X is and why you'd file it.
What is Form 1040-X?
Form 1040-X is the official form used to make corrections to a previously filed Form 1040, 1040-SR, or 1040-NR. You'd typically file it to:
Tip: Don’t overthink — just keep reading.
- Correct errors in your original return (e.g., incorrect income, deductions, or credits).
- Change your filing status if you realize it was wrong.
- Claim a carryback due to a loss or unused credit.
- Change amounts previously adjusted by the IRS.
Key things to remember about Form 1040-X:
- You generally have three years from the date you filed your original return (or two years from the date you paid the tax, whichever is later) to file Form 1040-X to claim a refund.
- You must file a separate Form 1040-X for each tax year you wish to amend.
- While you used to only be able to mail Form 1040-X, the IRS now allows electronic filing of Form 1040-X for certain tax years (generally the current and two prior tax periods) if you e-filed your original return. Electronic filing can potentially speed up processing time slightly.
Engagement Question: Have you ever had to file an amended return before? What was the reason? Share your experience in the comments below!
Step 2: Knowing When to Check the Status
Patience is a virtue when it comes to amended returns. The IRS explicitly states that amended returns take significantly longer to process than original returns.
Sub-heading: Initial Waiting Period
- Do NOT expect immediate updates. It takes up to three weeks for your amended return to even show up in the IRS system after you mail it. If you e-filed, it might appear a bit sooner, but still, give it some time.
- The IRS advises not to call them during this initial three-week period unless the tracking tool specifically directs you to do so.
Sub-heading: General Processing Timeframes
- The standard processing time for Form 1040-X is typically 8 to 12 weeks.
- However, in many cases, especially during peak periods or for more complex returns, it can take up to 16 weeks or even longer (sometimes up to 20 weeks).
- Factors that can extend processing time:
- Errors or incompleteness on the form.
- Missing signature.
- If the return is returned to you for more information.
- If it includes Form 8379, Injured Spouse Allocation.
- Issues related to identity theft or fraud.
- If your return needs a closer review by a specialized IRS unit.
Step 3: Utilizing the "Where's My Amended Return?" Online Tool
The most efficient and recommended way to track your IRS amended return is through the IRS's dedicated online tool: "Where's My Amended Return?"
Sub-heading: Accessing the Tool
- Visit the IRS Website: Open your web browser and go to the official IRS website: www.irs.gov.
- Navigate to the Tool: Look for a section related to "Refunds" or "Tools." You should find a direct link to "Where's My Amended Return?"
- Direct Link for convenience: You can usually find it directly at www.irs.gov/wmar.
Sub-heading: Information You'll Need
To use the tool, you'll need to provide some specific information to verify your identity. Make sure you have the following handy:
- Your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
- Your Date of Birth.
- Your ZIP Code.
It's crucial to enter this information exactly as it appears on your amended tax return to avoid errors.
QuickTip: Read a little, pause, then continue.
Sub-heading: Understanding the Status Updates
Once you enter your information and successfully authenticate, the tool will display the status of your amended return. The IRS provides three main processing stages:
- Received: This means the IRS has received your amended return and it is in the initial stages of processing. It will take time for them to review it.
- Adjusted: This indicates that the IRS has processed your amended return and made the necessary adjustments to your account. This could mean a refund is due, you owe additional tax, or there's no change to your tax liability.
- Completed: This is the final stage. The IRS has finished processing your amended return. If you're due a refund, it will be issued, or if you owe tax, you'll receive a bill. You will receive all information related to the processing by mail.
Important Note: The "Where's My Amended Return?" tool only updates once a day, usually overnight. Checking multiple times within the same day will not provide new information.
Sub-heading: Tool Availability
The "Where's My Amended Return?" tool is generally available 24 hours a day, with a few exceptions for scheduled maintenance:
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- Mondays: Midnight to 3 a.m. ET
- Some Sundays: 1 a.m. to 7 a.m. ET (Check the IRS website for specific Sunday maintenance schedules if needed).
Step 4: Alternative Tracking Method: The IRS Hotline
If you prefer speaking with someone or are unable to access the online tool, you can call the IRS's dedicated automated hotline for amended returns.
Sub-heading: The Phone Number
- The toll-free telephone number for amended return status inquiries is 866-464-2050.
Sub-heading: When to Call
- Similar to the online tool, wait at least three weeks after mailing your amended return before calling.
- The automated system provides information in both English and Spanish.
- Be prepared to provide your Social Security Number, date of birth, and ZIP code for verification.
Pro Tip: Calling the IRS can involve long wait times, especially during peak tax season. Use the online tool as your primary method if possible.
Step 5: What if Your Status Doesn't Update or You Encounter Issues?
It can be frustrating if your amended return status doesn't change or you run into problems. Here's what to do:
QuickTip: Slow down when you hit numbers or data.
Sub-heading: Give It More Time
- Remember the extended processing times (up to 16-20 weeks). If it's within that window and the status is "Received," it's likely just in queue. Patience is truly critical here.
Sub-heading: Double-Check Your Information
- When using the online tool, meticulously review the SSN, date of birth, and ZIP code you entered. Even a small typo can prevent the system from finding your return.
Sub-heading: Clear Your Browser Cache and Cookies
- Sometimes, browser issues can prevent websites from displaying correctly. Clearing your browser's cache and cookies can resolve this.
Sub-heading: Contact the IRS Directly (When Necessary)
- If your amended return has been in the "Received" status for significantly longer than the typical 16-20 week processing time, or if the "Where's My Amended Return?" tool specifically instructs you to contact the IRS, then it's time to call the general IRS helpline (800-829-1040) or the amended return line (866-464-2050).
- Be prepared for potentially long hold times. Have your original return, amended return (Form 1040-X), and any supporting documents ready.
- They may need more information from you or explain a delay due to special handling (e.g., identity theft, complex issues).
Sub-heading: Written Communication
- For very complex issues, or if you need to provide additional documentation that cannot be handled over the phone, you might need to communicate with the IRS via mail. Send your letter via certified mail with return receipt to have proof of delivery. Include your relevant tax year, SSN, and a clear explanation of your inquiry.
10 Related FAQ Questions
Here are some frequently asked questions about tracking IRS amended returns, with quick answers:
How to check the status of a business amended return?
The "Where's My Amended Return?" tool is primarily for individual amended returns (Form 1040-X). For business amended returns (e.g., Form 1120-X), you may need to call the IRS business tax line or consult your business tax professional.
How to know if my amended return needs more information from me?
If the IRS needs more information, they will typically send you a letter by mail. The "Where's My Amended Return?" tool may also indicate this or direct you to call.
How to get my refund faster after filing an amended return?
The fastest way to receive any refund due from an amended return is to ensure you file it electronically (if eligible) and have direct deposit information on file. However, processing times for amended returns are inherently longer, so there's no way to significantly speed up the IRS's review process.
How to find out why my amended return is taking so long?
If it's beyond the 16-20 week timeframe, you can call the IRS dedicated amended return hotline at 866-464-2050. They may be able to provide more specific reasons for the delay, such as errors, identity verification, or specialized review.
How to track an amended return filed for a prior year?
The "Where's My Amended Return?" tool allows you to check the status of amended returns for the current year and up to three prior years.
QuickTip: Check if a section answers your question.
How to distinguish "Where's My Amended Return?" from "Where's My Refund?"?
"Where's My Amended Return?" is specifically for Form 1040-X (amended individual income tax returns). "Where's My Refund?" is for tracking the refund status of your original tax return. They are separate tools.
How to ensure my information is entered correctly on "Where's My Amended Return?"?
Double-check your Social Security Number, date of birth, and ZIP code against the original Form 1040-X you filed. Even minor discrepancies will prevent the system from finding your return.
How to know if my amended return was received if it's not showing up online?
If it's been less than three weeks since you mailed it, it's normal for it not to show up. If it's been longer, re-verify your input details. If still nothing, consider calling the IRS hotline.
How to deal with an amended return if I've moved?
If you've moved after filing your amended return, it's important to update your address with the IRS using Form 8822, Change of Address, to ensure you receive any correspondence or refund checks.
How to determine if my amended return will result in a refund or a balance due?
Form 1040-X itself calculates whether you will receive a refund or owe more tax. The "Adjusted" status in the "Where's My Amended Return?" tool means the IRS has processed these calculations and will communicate the outcome.
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