Track Status of Your Amended Return

When you discover an error on your federal income tax return or realize important information was omitted, you can file an amended return to correct the mistake. But what happens after that?

If it’s been a while since you filed your Form 1040X and you haven’t heard from the IRS, you may find yourself wondering, “Where’s my amended tax return?” You may be especially eager to know the status of your amended return if correcting the error could mean you’ll be getting money back.

Let’s look at how you can track your amended tax return after you’ve filed it with the IRS.

Should I fix my tax return?

First, if you suspect there’s a mistake on your tax return and you haven’t yet filed an amended tax return to correct it, it may be worth your time to do so. Tax-return errors can be costly.

A mistake on your tax return might mean you underestimated — and therefore underpaid — the amount you owe, which could potentially lead to the IRS applying interest and penalties to your unpaid balance. Or it might mean you didn’t correctly calculate the refund amount you think you’re owed. It could be less, but it could also be more. And you should also consider how amending your federal return might affect any state taxes you filed, and contact that state taxing agency to find out how to file an amendment with them if necessary.

Don’t wait to file an amended return if you need to submit one. You generally  have to file an amendment within three years of when the original tax return was due (including extensions), or if you paid tax, within two years after the date you paid, whichever is later. If you file after the time limit, the IRS might not honor your amended return, and you could miss out on any refund that was owed to you.

Where’s my amended tax return?

Generally, you can track your amended tax return in two ways.

  1. Online Even though you had to paper file and snail mail your Form 1040X, you can check its status online using the IRS Where’s My Amended Return tool. Enter your information and the tool will give you the status of your amended tax return.
  2. By phone — You should try the online tool first, but if you have any issues checking the status of your amended tax return online — or if the tool instructs you to call instead — you can call the automated IRS line at 1-866-464-2050. But the IRS notes that phone representatives (as well as those at IRS locations) can’t research the status of your amended return until 16 weeks after you’ve mailed it, or if the online tool has instructed you to call the IRS.

But some types of amended returns can’t be tracked through the Where’s My Amended Return tool. For example, the tool can’t track a Form 1040 that’s been marked as amended or corrected, business amended tax returns or amended returns with a foreign address.

When should I start checking the status of my amended tax return?

When the IRS has to deal with a mailed form, things can slow down.

It can take up to three weeks for an amended return to show up in the IRS system, so it’s probably best to wait at least that long before you start checking. But once your amended return shows in the system, you can check its status daily if you want, because the tool updates every day.

What do the statuses mean?

Your amendment can be in one of three stages.

  1. Received: The IRS has received your amended return and is processing it.
  2. Adjusted: The IRS has made a change to your account that could result in a refund, balance due or no change in your tax obligation.
  3. Completed: The IRS is done processing your amended return and has mailed you all of the information connected to its processing.

How long will it take to process my amended tax return?

Processing an amended tax return takes time — and sometimes a lot of it.

The IRS says processing an amended return can take up to 16 weeks. And certain situations may require more review, making the processing time even longer. Here are some reasons for delays.

  • Errors on the amended return
  • The amended return was not completed
  • You forgot to sign the return
  • The IRS sends the amended return back to you with a request for more information
  • You or your spouse sought injured spouse relief
  • Possible identity theft or fraud
  • The amended return needs to be routed to a specialized area
  • The IRS bankruptcy team needs to review the amended return
  • A revenue office needs to review and approve the amended return
  • You have an appeal or request for reconsideration pending IRS review and decision

Where’s my refund?

Processing an amended return can take more time than processing an original return. This also applies to getting a refund if your amended return results in one.

The IRS can’t deposit a refund from an amended return directly into your bank account. Instead, it’ll mail you a paper check.

But there’s good news, too. When you file your Form 1040 and get a refund, the government is returning money that you overpaid in federal income tax during the tax year — and the government typically doesn’t pay interest on that money. But when you’re due a refund because of an amended return, the IRS does pay interest — generally from the due date of the original return or the date you filed it, whichever is later.


Bottom line

Tracking your amended tax return can be easy once you know the process, but you’ll need to be patient. A lot of the amended return process happens via paper, from the form you submit to any refund check you’re owed.


At Nugent & Associates, we're not just number crunchers. We bring over 3 decades of invaluable certified public accounting and tax expertise to your company – serving as business and financial strategists who can offer such services as tax and financial planning, investment advice, diligent financial records, and help with estate planning.

Even better, we will give you time to focus on what you do best: running the day-to-day operations that drive your business toward success.

Take advantage of our FREE and no obligation business checkup.

We will visit you at your business at a time and day convenient for you, analyze your numbers, discuss your goals and concerns and report back with a complimentary detailed written analysis to help your business succeed!

At Nugent & Associates, we're not just number crunchers. Our people bring decades of invaluable certified public accounting and financial and tax expertise to you – offering tax and financial strategies to individuals such as yourself. If you have any questions or concerns about your own tax, financial or investment matters, please do not hesitate to contact us.

Experienced tax and financial experts are not just for the super rich. At a reasonable fee you too can maximize your wealth and receive professional guidance for retirement, and/or any tax issues you may be facing, no matter your situation, with a tax and financial expert as your consultant.

Contact Nugent & Associates today. We don't charge for phone calls. You may just find you found an ally in your quest to have a great financial future.

After all, at Nugent & Associates, we succeed when you succeed!


Disclaimer:

PLEASE READ THE FULL TERMS AND CONDITIONS OF THIS WEBSITE BEFORE USING THIS WEBSITE.

This page is intended to be informational. This website, nor any of the information contained on this site constitutes professional, business, tax or legal advice and is not a substitute for such advice nor does it create a professional-client relationship between you and Nugent & Associates.

State and federal laws change frequently, and the information in this page may not reflect your own state’s laws or the most recent changes to the law.

The information contained within this website should not be considered as a solicitation or an offer for a professional-client relationship. Materials contained in this website are of a general nature and should not be substituted for professional advice. Nugent & Associates is providing this website and the information contained herein only as a convenience to you. Nugent & Associates assumes no liability or responsibility for any errors or omissions contained within this website. There is no guarantee that the information included on this site is current, accurate, complete, useful, or reliable.

Tax Planning & Preparation

We assist our clients in individual and business tax planning throughout the year.

Nugent & Associates provides:
  • Year-Round analysis to ensure a smooth and predictable year-end close.
  • Assist in establishing retirement planning.
  • Performs in-depth review of all deductions available.

Monthly/Quarterly
Financial Statements


Nugent & Associates offers outstanding accounting services and acts as a quasi-controller for companies who do not employ their own full-time accountants.

This allows our clients with more time to focus on new services, new customers and other core business issues.

Business Planning, Budgeting
& Growth Strategies


Nugent & Associates assists it clients with:
  • Starting a new venture, product or service
  • Expanding a current organization, product or service
  • Buying a new business, product or service
  • Turning around a declining business

QuickBooks Training
& Support Services


As Certified QuickBooks Professional Advisors, we can be of assistance with QuickBooks accounting or payroll and help increase your productivity and efficiency.