Amending taxes prepared at H&R Block is a straightforward process designed to correct errors or report additional income after the initial filing. Whether you filed your return digitally or submitted a paper return, the IRS allows taxpayers to make necessary updates within a specific timeframe. Understanding the exact steps, required documentation, and potential timelines ensures you handle the amendment efficiently without creating further complications.
Reasons You Might Need to Amend with H&R Block
Taxpayers typically initiate an amendment because of specific discrepancies that were not apparent during the original filing. Common scenarios include discovering a missed deduction, needing to correct income amounts like wages or interest, or changing your filing status. H&R Block agents can often advise if your situation qualifies for an amendment and help you gather the necessary forms to support the changes.
How to Start the Amendment Process
The primary tool for amending a return is Form 1040-X, the official IRS form for amending individual tax returns. You must complete a separate 1040-X for each year you are amending, as the form cannot cover multiple tax years in a single submission. If you originally used H&R Block software or services, you may be able to initiate the amendment directly through their online portal or by contacting their support team for specific guidance.
Gather Your Documentation
Your original federal and state tax returns.
Copy of the W-2s, 1099s, and K-1s that were part of the original filing.
Proof of payment for any taxes originally owed.
Documentation supporting the changes, such as corrected 1099s or receipts for deductions.
Filing the Amended Return
Once Form 1040-X is completed with the corrected information, you must mail the form along with supporting documentation to the IRS address specified on the form for your specific situation. Electronic filing is generally not available for amended returns, making the mail-in process the standard method. If H&R Block prepared the original return, you can authorize them to handle the amendment by providing them with a signed Form 2848, which grants them power of attorney to discuss your case with the IRS.
Timing and Refunds
It is crucial to file your amendment within three years from the date you originally filed your return or within two years from the date you paid the tax, whichever is later. For refunds resulting from the amendment, you should expect to wait between 12 to 16 weeks from the date the IRS receives your corrected form. Claiming a refund beyond the standard timeframe may result in the forfeit of that money, so prompt action is advisable.
Tracking Your Amended Return
After submitting your amendment, you can track its status using the IRS "Where's My Amended Return?" tool available online. This tool is updated weekly and provides a general indication of where your return is in the processing cycle. Because the IRS processes paper returns manually, patience is required, but this tracking mechanism helps alleviate uncertainty regarding the correction process.
Seeking Professional Assistance
Complex amendments involving business income, foreign assets, or significant back taxes often benefit from the expertise of a tax professional. H&R Block offers amendment support services where their enrolled agents can review your original return and manage the 1040-X filing on your behalf. This option is particularly valuable for taxpayers who want to ensure compliance and minimize the risk of further scrutiny from the IRS regarding the changes.
