How to Amend a Tax Return

Overview

This article provides step-by-step instructions on how to amend a tax return using TakeAway Tax. Whether you need to correct an error or update information after filing, this guide will help you navigate the amendment process.

When to Amend a Tax Return

You may need to amend your tax return if:

  • You made an error in your income, deductions, or credits.
  • You received additional tax documents after filing (e.g., a corrected W-2 or 1099).
  • You forgot to include income or claim eligible deductions.

Steps to Amend a Tax Return with TakeawayTax

  1. Log In to Your Account
  2. Navigate to the Tax Filing Section
    • On your dashboard, locate the Tax Filing or Amend Return section.
  3. Select the Return to Amend
    • Choose the tax return you need to amend from your filing history.
  4. Make Necessary Changes
    • Update the incorrect or incomplete information, such as:
      • Income amounts
      • Deductions or credits
      • Personal details (e.g., filing status, dependents)
  5. Review and Confirm Changes
    • Double-check all updated information for accuracy. TakeawayTax will highlight any missing or incomplete sections.
  6. Submit the Amended Return
    • Once everything is correct, click Submit to file your amended return electronically.
  7. Track the Status of Your Amended Return
    • After submission, you can track the status of your amended return in the Tax Filing Status section of your dashboard.

FAQs

Q: How long does it take to process an amended return?
A: Amended returns typically take up to 16 weeks to process, depending on the tax authority.

Q: Can I amend a return from a previous year?
A: Yes, you can amend returns from previous years. However, there may be time limits for claiming refunds or credits.

Q: Will I be charged additional fees to amend my return?
A: If the tax professional who completed your original return is not part of 

TakeAway Tax, there will be an additional cost for amending your return. Check the Billing section or contact TakeawayTax support for details.

Q: How will I know if my amended return is accepted?
A: You will receive a confirmation email, and the status will be updated in your dashboard.

Contact Support

If you encounter any issues during registration or login, please contact TakeawayTax support:

  • Email: info@takeawaytax.com
  • Phone: [Insert Phone Number]

Live Chat: Available on the website during business hours.

Related Articles