Checking on an amended tax return can feel like waiting for a pot to boil. You know it’s eventually going to happen, but the anticipation can be stressful. If you’ve filed an amended return using Form 1040-X, you likely want to know where it stands in the processing line. Here’s how to track your amended tax return and what to expect.
Understanding Amended Returns
Filing an amended return is often necessary due to errors on your original tax return or changes in your financial situation. Maybe you found a missing deduction or need to report a different income amount. Whatever the reason, it's important to know that it can take some time for the IRS to process your changes.
When you submit Form 1040-X, the IRS typically needs about 8 to 12 weeks to process it. But that timeline can change based on various factors, including the time of year and the IRS's workload.
Photo by Mark Youso
How to Check Your Amended Return Status
You don’t have to sit idly while you wait. The IRS provides tools that let you check the status of your amended return. Here's how:
Online Tool: Where's My Amended Return?
The IRS offers a user-friendly online tool called Where’s My Amended Return? This service lets you easily track the status of your Form 1040-X. Just visit the IRS website and enter your information. Here’s what you’ll need to check your status:
- Your Social Security number
- Your date of birth
- Your zip code
This tool is available most of the time, but it’s not accessible every Monday from 12 a.m. to 3 a.m. Eastern Time for routine maintenance. If you check during these hours, try again later.
Calling the IRS
If you prefer a more personal touch, you can always call the IRS Amended Return hotline. The number is 1-866-464-2050. While this method may be slower due to long wait times, it can provide you with specific details about your amended return.
Key Things to Remember
When you’re tracking your amended return, keep these points in mind:
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Wait Time: Check your status about three weeks after you file your amended return. The IRS updates its information once a day, typically overnight, so avoid checking multiple times a day.
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Processing Delays: Factors like a high volume of returns and changes in tax laws may affect how quickly your return is processed.
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Change in Refunds or Balances: If your amended return changes your tax refund, be prepared for a different amount than expected. The IRS will notify you if your refund changes.
What to Do If Your Status is Incomplete
If you check your status and see that it’s incomplete or pending, don’t panic. This simply means the IRS is still working on it. Sometimes, they may need more information. If they do, they’ll send you a notice outlining what you need to do next.
Contacting the IRS for Clarification
If weeks go by, and you’re still in limbo, it may be time to pick up the phone. Calling the IRS can shed light on your situation. Just be patient and ready for any scenario.
Potential Issues That Could Delay Processing
A few common issues can cause delays in processing your amended return:
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Errors on Form: If you made mistakes when filling out the 1040-X, this can slow everything down. Double-checking your forms before submitting can save you time.
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Supporting Documents Missing: If your amended return requires additional documentation that wasn’t included, the IRS must reach out to you, which adds time to the process.
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Processing Backlog: During peak tax seasons, the IRS may have a backlog of returns, delaying the processing time.
Conclusion
Waiting for your amended tax return to process doesn’t have to be a mystery. By utilizing the IRS’s online tool or hotline, you can stay updated on your status. Remember to be patient and allow for sufficient processing time.
Over time, the IRS has streamlined this process, but it still requires attention to detail and some waiting. Keep track of your submissions and follow up if necessary. Soon enough, you’ll get the confirmation you need and be on your way to resolving any discrepancies.
For detailed guidance on the process, you can visit the IRS website here.