Amending Your Taxes with H&R Block: A Comprehensive Guide

So, you’ve filed your taxes, breathed a sigh of relief, and then… realization dawns. You forgot a deduction, received a corrected W-2, or simply made a mistake. Don’t panic! Amending your tax return is a common process, and H&R Block provides several avenues to do so. The core question is: How do I file an amended tax return using H&R Block? You have a few options, and the best one depends on how you initially filed.

If you filed online with H&R Block: You can generally amend your return directly through their online platform. Log back into your account, find your originally filed return, and look for an option that says something like “Amend Return” or “File an Amended Return.” The software will guide you through the process, prompting you to explain the changes and generate Form 1040-X, Amended U.S. Individual Income Tax Return. You’ll need to print, sign, and mail this form to the IRS. You cannot e-file an amended return.

If you filed with an H&R Block tax professional in person: The best approach is to contact the same tax professional or visit the same H&R Block office. They’ll have access to your original return and can assist you in preparing Form 1040-X. They may also offer to handle the mailing for you, depending on their services.

If you used H&R Block’s desktop software: Open your tax file from the previous year and look for an option to amend your return. The software will guide you through the process of making corrections and generating Form 1040-X. Print, sign, and mail the form to the IRS.

Important Notes: Regardless of how you amend, ensure you have all relevant documents readily available to support the changes you’re making. Also, remember that amending a return can trigger further scrutiny from the IRS, so accuracy is paramount. Keep copies of all documents related to the amendment.

Understanding Form 1040-X

The backbone of any amended tax return is Form 1040-X. This form serves as a record of the changes you’re making to your original tax return.

Key Sections of Form 1040-X

• Part I: Explanations of Changes: This section is critical. Clearly and concisely explain the reason for each change you’re making. Provide as much detail as possible. For example, instead of saying “Forgot a deduction,” say “Forgot to include a deduction for student loan interest paid, as documented on Form 1098-E.”
• Part II: Amended Return Information: This is where you enter the corrected figures for your income, deductions, credits, and tax liability. You’ll compare the original amounts, the changes you’re making, and the correct amounts.
• Part III: Explanations and Substantiation: This is where you provide supporting documentation for the changes you are making. Include copies of corrected forms (W-2, 1099, etc.) or any other relevant documents.
• Signature: Don’t forget to sign and date Form 1040-X! An unsigned form will not be processed.

Common Mistakes to Avoid

• Forgetting to attach supporting documentation: The IRS needs proof to back up your claims.
• Not providing a clear explanation: Ambiguous explanations can lead to delays or rejection of your amended return.
• Failing to sign the form: A seemingly simple oversight can render your amendment invalid.
• Amending for trivial errors: If the mistake has little to no impact on your tax liability, it might not be worth the effort of amending.
• Not keeping copies of everything: Always retain copies of Form 1040-X and all supporting documents for your records.

Tracking Your Amended Return

After mailing your amended return, you can track its status using the IRS’s “Where’s My Amended Return?” online tool. This tool allows you to check the progress of your amended return approximately three weeks after you mail it. You’ll need your Social Security number, date of birth, and zip code to access the tool. Be patient; processing times can vary significantly.

Processing Times

Amended returns typically take 16 weeks or more to process. The IRS is often dealing with a backlog, so delays are common. It’s crucial to allow ample time before contacting the IRS about the status of your return.

What to Do If You Don’t Hear Back

If you haven’t heard back from the IRS after 16 weeks, you can call their toll-free number or visit an IRS Taxpayer Assistance Center. Have a copy of your amended return and all supporting documents readily available when you contact them.

FAQs: Amending Your Taxes with H&R Block

Here are some frequently asked questions to further clarify the process of amending your tax return with H&R Block:

1. Can I e-file an amended tax return with H&R Block? No, amended tax returns must be filed by mail. The IRS does not currently accept electronically filed amended returns. You will need to print, sign, and mail Form 1040-X to the IRS.

2. How long do I have to amend my tax return? Generally, you have three years from the date you filed your original return or two years from the date you paid the tax, whichever is later.

3. What happens if I owe more tax after amending? If your amended return shows that you owe additional tax, you’ll need to pay it along with any applicable interest and penalties. You can pay online, by phone, or by mail.

4. What if the amendment results in a larger refund? If your amended return shows that you’re due a larger refund, the IRS will process your claim and issue the additional refund. Be aware that it may take several weeks or even months to receive the refund.

5. Do I need to amend my state tax return as well? If the changes you’re making to your federal tax return also affect your state tax return, you’ll need to amend your state return as well. Contact your state’s tax agency for specific instructions.

6. What if I made a mistake on my original return but already received a refund? You should still amend your return even if you’ve already received a refund. Failure to do so could result in penalties and interest.

7. How do I find the H&R Block office where I originally filed? You can use the H&R Block website or app to search for nearby offices. You can also call their customer service line for assistance.

8. What if I no longer have access to my original H&R Block account? Contact H&R Block’s customer service. They can help you regain access to your account.

9. Can I amend my tax return if the IRS is already auditing me? Yes, you can amend your tax return even if you’re being audited. However, it’s important to consult with a tax professional to ensure that the amendment is properly prepared and submitted.

10. Is there a fee to amend my tax return with H&R Block? If you’re amending through their online platform or desktop software, there may be a fee depending on your original package. If you’re working with a tax professional, they will likely charge a fee for their services. Check directly with H&R Block regarding the cost for your unique situation.

11. What documents should I include with my amended tax return? Include copies of any documents that support the changes you’re making, such as corrected W-2s, 1099s, or receipts.

12. Can I use H&R Block to amend a tax return that was not originally filed with H&R Block? Yes, you can use H&R Block’s services, whether online, via desktop software, or with a tax professional, to amend a return that was initially prepared using another method or software. You will need to provide all the necessary information and documentation from your original return.

Amending your tax return can seem daunting, but with careful attention to detail and the resources provided by H&R Block, you can navigate the process with confidence. Remember to stay organized, provide clear explanations, and allow ample time for processing. Good luck!