---
title: When to File an Amended Federal Tax Return
description: Discovering errors in your federal tax return can happen to anyone. Whether it's a simple math mistake, omitted income, or another oversight, taking...
---

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# [When to File an Amended Federal Tax Return](https://blog.portebrown.com/when-to-file-an-amended-federal-tax-return)

 Written by [Porte Brown](https://blog.portebrown.com/author/porte-brown-llc) | Apr 30, 2024 12:30:00 PM

**Discovering errors in your federal tax return** can happen to anyone. Whether it's a simple math mistake, omitted income, or another oversight, taking swift action is crucial. Here's what you need to know about filing an [amended tax return](https://www.portebrown.com/newsblog-archive/amending-tax-return):

## When to File:

1. **Identifying Errors:** If you realize there's an error in your filing status, income, deductions, credits, or tax liability, it's time to consider filing an amended return.
2. **Math Errors & Missing Schedules:** Generally, you won't need to file an amended return for minor math errors or if you forgot to include a form or schedule. The IRS typically corrects these errors during processing and notifies you by mail if any additional information is required.

## Utilize IRS Tools:

The IRS offers a helpful tool called the "[Should I File an Amended Return.](https://www.irs.gov/help/ita/should-i-file-an-amended-return)" This tool assists taxpayers in determining whether filing an amended return is necessary for correcting errors or making other changes after filing.

## How to File:

To make corrections to a previously filed Form 1040 return or to adjust amounts previously addressed by the IRS, taxpayers should use Form 1040-X, Amended U.S. Individual Income Tax Return. Electronic filing of Form 1040-X is available for tax years 2020 through 2023 for Forms 1040 or 1040-SR. Additionally, electronic amendments for Form 1040-NR and Form 1040-SS/PR are accepted for tax years 2021 through 2023.

## Check Your Status:

Stay informed about the status of your amended return by using the "[Where's My Amended Return?](https://www.irs.gov/filing/wheres-my-amended-return)" online tool or by calling 866-464-2050 three weeks after filing. Similarly, you can track your refund status using the "[Where’s My Refund?](https://www.irs.gov/wheres-my-refund)" tool. You'll need to provide your Social Security or Taxpayer Identification number, date of birth, and ZIP code to verify your identity and access the status updates.

## Be Prepared for Processing Times:

While most refunds are issued within 21 days for electronically filed returns with direct deposit, some returns require additional review and may take longer to process.

For further details and [FAQs](https://www.irs.gov/filing/amended-return-frequently-asked-questions) regarding Form 1040-X, [contact your Porte Brown tax advisor](https://www.portebrown.com/contact-us) today!

[View full post](https://blog.portebrown.com/when-to-file-an-amended-federal-tax-return)

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