Amended returns, filed on Form 1040X, are used to make corrections to a previously submitted and accepted tax return. An amended return can be done for any tax year, however, if a change to a taxpayer’s return requires the IRS to give them a refund, the changes must be made using Form 1040X within 3 years of the original return’s due date, or 2 years from the date the return was paid, whichever is later. If the taxpayer owes money to the IRS, the tax return can be amended for any year using form 1040X. While most filing statuses can be changed with an amended return, changing from Married Filing Joint to Married Filing Separate can not be done after the original due date.
To file an amended return in the Keystone Tax Solutions Program, begin with the original tax return as it was sent to the IRS. If you did not file the original tax return, you can choose to either recreate the incorrect tax return in order to pull the information to the amended return, or you can just do the corrected return and manually enter the original information on Form 1040X.