Need to Correct a Previously Filed Tax Return?
Not every IRS notice or reporting error requires a full amended return. Certain minor math errors are adjusted automatically by the IRS, while other notices require a specific written response. We evaluate your situation to advise the proper course.
Missing or Incorrect Income
Missed Deductions
Missed Tax Credits
Omitted W-2s, 1099s, or side-income documentation after submitting your original return.
Overlooked mortgage interest, charitable donations, or medical expenses that lower taxable income.
Unclaimed Child Tax Credit, Earned Income Credit, or clean energy tax credits.
Incorrect Filing Status
Incorrect Dependents
Investment & Stock Errors
Filing as Single instead of Head of Household or Married Filing Jointly when eligible.
Adding qualifying children or elderly relatives omitted on the original submission.
Correcting 1099-B cost basis data, capital gains calculations, or stock option reports.
Rental Property Corrections
Schedule C Business Errors
Missed Crypto Reporting
Adjusting Schedule E depreciation schedules, rental income, or property management expenses.
Updating sole proprietorship revenue, vehicle mileage, or home office write-offs.
Reconciling omitted digital asset transactions, exchange reports, or staking income.
Corrected Tax Documents
State Return Corrections
Prior-Year Tax Errors
Filing updates when financial institutions send amended 1099-MISC, 1099-NEC, or K-1 forms.
Adjusting California Franchise Tax Board (FTB) returns or multi-state filings following federal changes.
Reviewing tax filings from up to three prior tax years to recover unclaimed refunds.
Individual & Business Amended Returns
Individual Tax Returns (Form 1040-X)
Business Tax Return Amendments
Individual federal tax returns are generally amended using IRS Form 1040-X. Our team conducts a detailed review of your original return, supporting tax schedules, and corrected documents. We determine exact adjustments before preparing and electronically filing your amendment when permissible.
AM Tax Inc. assists business owners with amended returns for S Corporations (Form 1120-S), Partnerships (Form 1065), and C Corporations (Form 1120). Specific filing requirements depend on the business entity type, owner K-1 adjustments, and state revenue rules.
How to get started
Request Services
Upload Original Return
Review & Determine Corrections
Sign Engagement & Pay Deposit
Submit your initial information online or contact our Roseville office to initiate your tax amendment request.
Provide your previously filed tax return along with all supporting forms and corrected documents securely.
Our Enrolled Agent reviews your file to identify required adjustments and verify if an amendment is beneficial.
Review our transparent fee agreement, authorize the scope of work, and submit your initial retainer.
How long do I have to file an amended return?
Does filing an amended return increase audit risk?
To claim a tax refund, Form 1040-X must generally be filed within 3 years from the original filing deadline or 2 years from the date you paid the tax, whichever is later.
Amended returns are manually reviewed by IRS examiners. Having an Enrolled Agent prepare your documentation ensures complete compliance and minimizes unnecessary questions.
How long does the IRS take to process Form 1040-X?
Do I need to amend my California state return too?
IRS processing for amended tax returns generally takes up to 16 to 20 weeks. You can track status using the official IRS 'Where's My Amended Return?' online tool.
Yes. If changes on your federal Form 1040-X affect your California adjusted gross income or credits, an amended California return (Form 540-X) must be submitted to the FTB.
Request Amended Return Services
Correct your tax return with confidence. Fill out the form below to schedule your file review with AM Tax Inc. in Roseville, CA.
