Amending your tax return might be necessary for various reasons, from correcting errors to claiming missed deductions. After filing an amended tax return, it’s natural to wonder about its status and when you can expect any potential refund. This article provides guidance on how to track your amended tax return and understand the relevant timelines.
Understanding Amended Returns and Processing Times
When you submit an amended tax return, you’re essentially correcting your original filing with the IRS. It’s important to know that processing an amended return (Form 1040-X) takes longer than processing an original tax return. The IRS typically processes amended returns within 8 to 12 weeks, but in some cases, it could take longer. Several factors can influence the processing time, including the complexity of the amendment and the current workload of the IRS.
It’s crucial to understand the deadlines associated with amended returns. Generally, to claim a refund, you must file your amended return within three years of filing the original return, or two years from the date you paid the tax, whichever date is later. For returns where you owe additional tax, there isn’t a specific deadline to file, but penalties and interest may accrue on unpaid taxes from the original due date of the return.
How to Check the Status of Your Amended Return
The easiest way to check the status of your amended tax return is by using the IRS online tool: “Where’s My Amended Return?” This tool provides up-to-date information on the processing stage of your Form 1040-X.
Here’s how you can use the “Where’s My Amended Return?” tool:
- Visit the IRS website: Go to IRS.gov and search for “Where’s My Amended Return?” or navigate to the “Tools” section and find the link.
- Provide your information: You will need to enter your:
- Social Security number or Individual Taxpayer Identification Number (ITIN)
- Date of birth
- Zip code
- Check your status: The tool will display the status of your amended return in three stages:
- Received: The IRS has received your amended return.
- Adjusted: The IRS is processing your amended return.
- Completed: The IRS has finished processing your amended return and will mail your refund if applicable.
The online tool is available 24/7 and is the quickest way to get information. Status updates are usually available 3 weeks after you file your amended return.
Other Ways to Check Your Amended Return Status
Besides the online tool, you can also check the status of your amended return by phone:
- Call the IRS: You can call the IRS toll-free at 1-800-829-1040 (for individual tax) or 1-800-829-4933 (for business tax). However, phone assistance may have longer wait times, and representatives will generally have access to the same information as the online tool. It’s recommended to use the online tool first for quicker access.
Interest on Amended Refunds
You might be entitled to interest if you are due a refund from your amended return. The IRS generally pays interest on refunds if there is a delay in processing your amended return beyond a certain period. The interest rate can vary, and it’s calculated from the original due date of the return to a date determined by the IRS, generally not more than 30 days before the date of the refund check.
What If You Need More Information?
For more detailed information about amending your tax return or understanding the status, the IRS offers several resources:
- IRS Website (IRS.gov): The IRS website is the primary source for all tax-related information. Search for “amended tax return” or “Form 1040-X” to find FAQs, instructions, and updates.
- IRS Publications: IRS Publication 556, “Examination of Returns, Adjustments, and Claims for Refund,” provides comprehensive information on amended returns and related topics.
- Tax Professionals: If you have complex situations or need personalized assistance, consulting a qualified tax professional is always a good option.
Checking the status of your amended return is straightforward using the IRS “Where’s My Amended Return?” tool. By understanding the processing timelines and available resources, you can stay informed about your amended tax return and manage your expectations.