Can I Cross Out a Mistake on My Tax Return?

Mistakes can occur on tax returns. Knowing how to properly correct these inaccuracies is crucial for maintaining compliance and avoiding potential issues with tax authorities.

The Problem with Manual Corrections

Manually altering a tax return by crossing out information, using correction fluid, or writing over existing entries is generally not an acceptable method for correcting errors. Such modifications can lead to misinterpretation by tax processing systems. Illegible changes can cause delays in processing the return or even lead to its rejection.

Using these methods can also invalidate the document, as the altered information may not be recognized as official. This can result in the return being flagged for review, potentially leading to an audit.

Correcting Errors Before Submission

Identifying an error on a tax return before it has been officially submitted provides an opportunity for a straightforward correction. If preparing a paper return, the best practice involves reprinting the affected page or pages. This allows for a clean, legible document with the correct figures.

For those using tax preparation software, corrections can be made directly within the program. Once all necessary changes are completed, the entire return can be reprinted or re-transmitted electronically, ensuring a pristine submission.

Correcting Errors After Submission

Correcting a tax return after it has been filed with the Internal Revenue Service (IRS) requires a formal process using IRS Form 1040-X, Amended U.S. Individual Income Tax Return. This specific form is designed to report changes to income, deductions, credits, or filing status for a previously filed Form 1040. Form 1040-X is used to correct significant errors, not simple mathematical mistakes, which the IRS often corrects automatically.

To complete Form 1040-X, you will need a copy of your original tax return, along with any new documentation or forms that support the changes. The form requires taxpayers to list the original figures, the net change in amounts, and the corrected figures in designated columns. A detailed explanation for each change must also be provided in Part III of the form.

Once completed, Form 1040-X can often be e-filed for current and two prior tax periods if the original return was also e-filed. However, if the original return was submitted on paper or if you are amending a return older than the most recent three tax periods, the amended return must typically be mailed. When mailing, the specific IRS address depends on your state of residence, and these addresses are available on the IRS website.

When submitting Form 1040-X, include all necessary forms and schedules that are affected by the changes. Do not include interest or penalties on Form 1040-X, as the IRS will calculate and adjust these amounts. Processing times for amended returns generally range from 8 to 12 weeks, extending up to 16 weeks during peak periods.

You can check the status of your amended return online using the “Where’s My Amended Return?” tool on the IRS website approximately three weeks after submission. If a refund is due from an e-filed Form 1040-X for tax year 2021 or later, direct deposit is available; otherwise, a paper check will be issued. Generally, you must file Form 1040-X within three years from the date you filed your original return or within two years from the date you paid the tax, whichever is later, to claim a refund.