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How to Check Your Tax Amendment Status: A Comprehensive Guide

So, you’ve filed an amended tax return. Excellent! You’ve recognized an error and taken steps to correct it. But now comes the nail-biting part: the waiting game. The IRS, as we all know, operates on its own timeline. Fortunately, checking the status of your amended return is relatively straightforward, although patience is still a virtue.

The easiest way to check your tax amendment status is by using the IRS’s online tool, “Where’s My Amended Return?”. You can access this tool on the IRS website (irs.gov). You’ll need to provide your Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN), date of birth, and zip code. The system will then provide you with the status of your amended return.

Understanding the IRS Amended Return Process

Before diving deeper into status checking, it’s crucial to understand the IRS’s process for handling amended returns. Unlike original returns, which are often processed electronically, amended returns (Form 1040-X) are typically processed manually. This manual processing contributes to the longer processing times.

The IRS provides three status updates:

Received: The IRS has received your amended return.
Adjusted: The IRS has made adjustments to your account. This doesn’t necessarily mean your amended return is finalized, but it indicates progress.
Completed: The IRS has completed processing your amended return, and any necessary adjustments have been made to your account.

Remember, seeing “Adjusted” doesn’t automatically equate to approval. It simply signifies that the IRS has started making changes to your account based on your amended return.

Methods for Checking Your Amended Return Status

Besides the online tool, there are alternative methods you can use, although the online tool is by far the most efficient and recommended.

1. Using the “Where’s My Amended Return?” Online Tool

As mentioned previously, this is the fastest and most convenient method. It’s available 24/7 and provides real-time updates. Simply visit the IRS website and navigate to the “Where’s My Amended Return?” tool. You’ll need to enter the following information:

Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN)
Date of birth
Zip code

The tool will then display the current status of your amended return.

2. Calling the IRS

While possible, calling the IRS is generally not recommended unless you’ve exhausted other options. Phone lines are often busy, and wait times can be incredibly long. However, if you’ve waited significantly longer than the processing times mentioned by the IRS (typically up to 16 weeks), and the online tool isn’t providing helpful information, calling might be necessary.

When calling, be prepared to provide the following information:

Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN)
Tax year of the amended return
A copy of your amended return (Form 1040-X)

The IRS phone number for individual tax inquiries is generally available on their website. Be aware that IRS representatives may not have more detailed information than what’s available through the online tool.

3. Mailing a Written Inquiry

This is generally the least efficient and slowest method. However, if you prefer a written record or have a complex situation, you can mail a written inquiry to the IRS.

Your letter should include:

Your name, address, and Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN)
The tax year of the amended return
A detailed explanation of the issue
A copy of your amended return (Form 1040-X)

Mail your letter to the appropriate IRS address for amended returns. You can find this address on the IRS website or in the instructions for Form 1040-X. Be sure to send your letter via certified mail with return receipt requested, so you have proof that the IRS received it.

Understanding Processing Times

The IRS states that processing an amended tax return can take up to 16 weeks. However, this timeframe can vary depending on various factors, including:

The complexity of the amendment: More complex amendments may take longer to process.
The time of year: Processing times can be longer during peak tax season.
Backlogs: The IRS can experience backlogs, which can further delay processing times.
Errors on the amended return: Errors can cause delays as the IRS needs to investigate and resolve them.

It’s important to be patient and avoid contacting the IRS too soon. Check the “Where’s My Amended Return?” tool regularly for updates.

Common Reasons for Delays

Several factors can contribute to delays in processing your amended return. Understanding these reasons can help you anticipate potential issues and avoid them in the future.

Incomplete or inaccurate information: Ensure that your amended return is complete and accurate. Double-check all information before submitting it.
Math errors: Verify your calculations carefully.
Missing documentation: Include all required documentation, such as supporting schedules and forms.
The amended return involves complex issues: Amendments involving complex issues, such as claiming a deduction or credit that requires further investigation, may take longer to process.

Frequently Asked Questions (FAQs)

1. How long do I have to wait before checking the status of my amended return?

The IRS typically recommends waiting at least three weeks after filing your amended return before checking its status. This allows time for your return to enter the system.

2. What does it mean when the “Where’s My Amended Return?” tool says “No record found”?

This usually means that your amended return has not yet been entered into the IRS system. Wait a few more days and check again. If the status remains unchanged after several weeks, consider contacting the IRS.

3. Can I track my amended return if I filed it on paper?

Yes, you can track your amended return filed on paper using the “Where’s My Amended Return?” tool. However, it may take longer for the IRS to input paper returns into the system.

4. What if the “Where’s My Amended Return?” tool shows that my return was completed, but I haven’t received my refund?

If the tool indicates completion but you haven’t received your refund, allow additional time for processing and delivery. You can check the status of your refund using the “Where’s My Refund?” tool on the IRS website. If it’s been more than a few weeks since the completion date, contact the IRS.

5. Is there a way to expedite the processing of my amended return?

Unfortunately, there’s generally no way to expedite the processing of an amended return. The IRS processes returns in the order they are received.

6. I filed my amended return electronically. Will it be processed faster?

Currently, amended returns cannot be filed electronically. All amended returns must be filed on paper using Form 1040-X.

7. What should I do if I disagree with the IRS’s decision on my amended return?

If you disagree with the IRS’s decision, you have the right to appeal. Follow the instructions in the notice you received from the IRS to file an appeal.

8. Does filing an amended return affect my chances of being audited?

Filing an amended return does not necessarily increase your chances of being audited. However, if the amendment reveals significant errors or inconsistencies, it could potentially trigger further review.

9. What if I need to make another amendment to my original return while my first amendment is still being processed?

Wait until the first amended return is processed before filing another one. Filing multiple amendments simultaneously can complicate the process and cause further delays.

10. How can I update my address with the IRS while waiting for my amended return to be processed?

You can update your address with the IRS by filing Form 8822, Change of Address. This will ensure that any correspondence from the IRS reaches you at your current address.

11. My situation is complicated. Should I hire a tax professional to help with my amended return?

If your situation is complex or you’re unsure how to proceed, it’s always a good idea to consult with a qualified tax professional. They can provide personalized advice and help you navigate the process.

12. Is there a statute of limitations for filing an amended return?

Yes, generally, you must file an amended return within three years from the date you filed your original return or two years from the date you paid the tax, whichever is later.