2017 Amended Tax Return Refund Schedule, Rules, Form 1040X and Deadlines

40 comments

So you have submitted your tax return and at some stage down the road you notice that you forgot to claim one of the many stimulus credits or qualified deductions. You may think that this money is gone now that your return has been submitted but you would be wrong; since you can actually send an amended tax return and claim this extra cash. The IRS will process – free of charge – your amended return and then pay you back what you are due. On the flip side if you owe more than you paid with your original filing, then you should still file an amended return with the extra tax payments. Most likely you will also have to pay a fine or penalty as well – which will be lower the sooner you pay the extra taxes. Also it is better to fess up an pay early rather than face an IRS audit which will pick up these overdue tax payments


Amended Tax Return Refund Schedule Cycle

While the IRS promises to have regular return refunds processed within 21 days for nine out of ten tax payers, it does take quite a bit longer to receive a refund if you amended your tax return. Generally you will have to wait 8 to 12 weeks for the IRS to process amended returns since they prioritize regular returns. Also note that the standard”Where’s my refund” service from the IRS does not track amended tax return status’. You need to use the IRS tool, Where’s My Amended Return” instead. You can also access the tool via phone by calling 1-866-464-2050.  Only call the IRS to follow up on delayed amended return refunds after 12 weeks. The number to call is 1-800-829-1040

Here are other key factors to keep in mind with amended tax return filings:

– What you can and cannot file an amended return for. You should file an amended return if you discover any of the following items were reported incorrectly: filing status, dependents, total income, deductions or credits. You usually do not need to file an amended return because you forgot to include tax forms such as W-2s or schedules. The IRS normally will send a separate request asking for those documents.

– Once you have submitted your federal income tax return, you can no longer change that return. (One exception: If your e-filed tax return is rejected, you can make changes before sending it in again) If you want to make changes after the original tax return has been filed, you must file an amended tax return using a special form called the 1040X – Amended U.S. Individual Income Tax Return, entering the changes and explaining why you need to amend your original tax return. You don’t have to redo your entire return, either. Just show the necessary changes and adjust your tax liability accordingly

– Deadlines to File the Amended return. You generally must file an amended return within three years of the date you filed the original return or within two years after the date you paid the tax, whichever is later. Be sure to enter the year of the return you are amending at the top of Form 1040X

– You can use e-tax preparation software to amend your return. In fact, TurboTax walks you step-by-step through amending your federal income tax return. However you still need to file and mail the amended return using Form 1040X manually. The IRS isn’t set up to accept an amended returns electronically.


– If you are amending more than one tax return, prepare a 1040X for each return and mail them in separate envelopes to the IRS office for the area in which you live. The 1040X instructions list the addresses for the campuses. If the changes involve another schedule or form, you must attach it to the 1040X.

– Amending your state tax return. First, fill out an amended federal income tax return, Form 1040X. Then, get the proper form from your state and fill it out. Like the IRS, your state uses a special form for an amended return. Many states also use the X suffix for the form number. For example, California uses Form 540X and Hawaii uses Form N-188X. Don’t forget to attach a copy of your amended federal return (Form 1040X) to your amended state return.

– If you owe additional taxes for a past tax year, you should still file. Form 1040X and pay the tax as soon as possible to limit interest and penalty charges. Interest is charged on any tax not paid by the due date of the original return, without regard to extensions.

{ 38 comments… read them below or add one }

Emah September 9

I sent in my amended return May 18,2017…After waiting 16 long weeks,on the where’s my amended return tool,It stated to take action and gave me a # to call,the lady said my return was adjusted today (Sept 8th) and still have to wait additional 3-4 weeks before I receive a refund…I did this before and it took 10-12 weeks to receive my refund…In 2015…(some process sooner,and some might not) my car needs to be fix,I’m tired of riding the bus (lol)

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Cynthia September 12

I haven’t heard a thing I had a tax preparer to amend my taxes, don’t know if she did it or not because it’s still telling nothing have been received. It was done on 04/18/17. Can I get a telephone to a person instead of a pre-recorded message.

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Melissa September 8

Mine was received 5/22/17. Next week is my 16th week. I still only have one bar that says it was received. No movement and no nothing. I’m going to start calling next week.

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SHEENA S ANCAR September 1

II filed my amended return on 5/21/17. I have been calling just about every week. They finally received it on June 9, 2017. I called and now there saying it has been adjusted with no date. The “wheres my amended taxes” does not say anything…… I just want whats mine! This process is the WORST…….. Have anyone had any relief on getting there money?

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Jessi September 7

I amended my 2016 taxes and mailed them at the beginning of May 2017. The “Where’s my amended taxes” shows received on 5/17/17; Adjusted on 07/21/17; Completed on 7/28/17. It is now 9/7/17 — exactly 16 weeks and 1 day; and I have not received ANYTHING from the IRS….No letter, no check, no deposits. I call them weekly and they are the rudest people I’ve ever had to speak to and every single one of them tell me something completely different and contradict what the previous person stated! Anyone else received something from them yet?

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Seven Seas September 13

Call (855) 868-0151 Dept of Treasury to see if a check is being processed. Tell them the IRS says your check was sent on the (completed) date. Try that! For example: I call them whenever I am expecting a check from veterans affair, etc…..they have access to the entire federal payment system, including child support payments, IRS lost checked, etc….
Hope this helps

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Jeannie August 30

Been 18 weeks so far and still nothing. It was completed in July and every time I call they say just give it 3 more weeks!

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Antoinetta August 6

I called to confirm mines. They’re backed up? They’re on March 28, 2017 and this was july 28.
So if mines was received in April and entered in june and they’re only on March, so i guess sometime next year.

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Seven Seas September 13

Wow, i can believe they are back-up….
SMH

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Jean August 5

I sent my amended return in April 14th, 2017, they recieved 4/17/17, adjusted on 6/30/17, says completed 7/21/17. Still haven’t recieved a letter or refund check. Anyone know how much longer???

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Brandy July 25

Sent mine in March they received It March 27th. Nothing til yesterday when it said take action your return was received but never processed. Was told I had to resent it and start it all over. Another year has been processed since March 17 and they still are sitting on my money.

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Mckayla Kearns July 19

I filed my e-return on Jan 29 , I was supposed to get the return via direct deposit Feb 27. My bank rejected the check because we didn’t have my SOs name on my account ( he’s head of household) they received it march 13 , we just got a letter stating us in a refund and it will be sent to us in 4-6 weeks on June 22. Tomorrow is 4 weeks and still nothing. How has it taken this long? Should we be getting the check soon?? Help!

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Diana July 18

Mine says still processing and I done mine on 6/2/2017 and they said it takes 16 weeks

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Donna July 5

The IRS has raised the time to 16 weeks but mine only took 5 weeks to be adjusted and receive my check.

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C.CUNNINGHAM July 1

MINE WAS RECEIVED JUNE 23, 2017. LETS SEE HOW LONG THIS PROCESS IS

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Benda July 7

Mine was received on Feb 10, 2017, been calling and called July 5, 2017, the IRS said as of June 26th, 2017 was still processing. Haven’t heard anything yet Good luck.

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latifah July 12

a lonnnggg time. smh. I mailed mine in march it was received on April 10th and still noting has happened.

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jean Poole August 2

Have you received your letter or check yet?

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jean Poole August 2

Celia Cunningham my amended refund was adjusted on July 21 2017 also. I still haven’t received anything in the mail. Have you received your check or a letter yet?

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kiana August 9

jean,

i am still waiting too

kiana June 29

I went to the wheres my amended return. It know states it was adjusted on 6/9/2017. When will I except to receive my taxes i elected to have direct deposit. Will it be a paper check? and how much longer must i wait to get my funds. The IRS told me over the phone what changes were adjusted and what my new amount is to be disbursed but when?

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Devean July 6

Kiana when did it say they received it

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kiana August 9

Devean,

It states now completed 6/30 they said i am too get a letter that was mailed 07/31/17 and now its in the examaniation dept. i am still waiting. did not get the letter yet

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Antoinette May 31

Hi my amended ta return showed it was received on March 8, 2017 and when I call the number it states that it has nothing on my account. But when I go to check the Where Is My Refund it shows that it is still processing. Is their anyway to really check and see what is going on?

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Atline April 3

My amendment was recieve on March 2 so when will I recieve my check. This is my first year mailing off my tax

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Antoinette May 31

Mine was received on March 8 and I still haven’t heard anything. It just shows it is still processing, but it doesn’t show in my account for the amended tax return. Is it always like this?

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Victoria June 26

MIne said it was received on March 13th. NOthing yet. Have either of you received your amended refund yet?

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kiana June 29

call them and hit the prompt about taxpayers having to pay back money to get a live rep. If not these IRS people keep giving you an automated response i hate it.

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carmen December 29

How can I receive another form for my amended tax refund

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Samantha Ayres August 31

Do you have a schedule for amended taxes based on past experience? The IRS received my amended return on 8/9/16.

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ToniJ October 16

Mine shows received 7/30/2016 and nothing…..so much for tje IRS expesiting the amended returns of those in declared disaster areas.

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Celia cunningham July 21

Update * Mine was adjusted July 21, but doesn’t indicate completed as yet, I will continue to give updates.

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jean Poole July 31

Mine was adjusted on July 21 2017 also and I was told a check was mailed out on july 20 2017,So let’s see what happens.

Tam May 4

Hey comments – I am thankful for the information – Does someone know where my company could find a fillable IN CFA-4 document to use ?

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Danny Fugate June 8

I have a question concerning early withdrawal of retirement funds. My wife had filed for disability in early 2009 and in June of the same year we had to withdraw money in her name from the retirement fund in order to survive. This year we filed our tax return and paid the 10% penalty for the money withdrawn. In May of 2010 she was approved for 100% disability by a federal judge which dates back to 2008.

My question is this: Can we file an amended return and send the order for disability to the IRS and recoup the 10% penalty we paid?

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andys2i June 8

I cannot see why not. However you should contact the IRS or check with a local accountant to make sure you file the appropriate paperwork.

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Jonny Pean June 15

And how long does this whole amendment process take?

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Ann M Burns July 5

The IRS says 16 weeks

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