Amended Tax Returns
Correct past returns with Form 1040-X or business amendments to claim missed refunds or fix errors before the IRS does.
How BATS handles amended tax returns
Missed a deduction, received a corrected 1099 or found an error after filing? Amending the return yourself is usually better than waiting for the IRS to find the problem. We review prior returns, correct them properly and track the amended return through processing.
We work with clients in all 50 states and Washington, D.C., so state-specific rules are covered whether you are in one state or several.
Who this is for
- Taxpayers who received corrected tax forms after filing
- Anyone who missed credits or deductions in prior years
- Businesses that need to correct a filed return
- People who filed with the wrong filing status
Everything covered in this service
Review of up to three prior years' returns
Form 1040-X and matching state amendments
Amended business returns and K-1s
Explanation statements for each change
Refund claim tracking
Advice on whether amending is worth it
The paperwork behind amended tax returns
| Form 1040-X | Amended U.S. individual income tax return |
|---|---|
| Form 1120-X | Amended corporation income tax return |
| Amended Form 1120-S | Filed by checking the amended return box on Form 1120-S |
| Administrative adjustment request | How most partnerships correct a filed Form 1065 under the centralized audit regime |
| State amended returns | Each state has its own amendment form and notification rules |
| Form 843 | Claim for refund and request for abatement |
What we'll need from you
Have these ready and your first meeting goes much faster. Don't worry if something is missing; we'll help you find it.
- The original return as filed
- Corrected tax forms, such as a W-2c or corrected 1099
- Support for any new deduction or credit
- Any IRS or state notices about that year
How it works, step by step
Second look
We review the filed return and supporting documents.
Quantify the change
We tell you the refund or balance due before you decide to amend.
Prepare the amendment
We prepare the federal and state amended returns with explanations.
Track
We follow the amended return until it is processed.
Why clients choose BATS for amended tax returns
Reviewed line by line
Every return is checked against your documents and last year's return before it's filed.
Every state covered
Federal, state and local returns prepared together so nothing is missed or taxed twice.
Planning built in
We flag next year's savings opportunities while we prepare this year's return.
Help after filing
If the IRS or a state sends a letter about a return we prepared, we help you answer it.
Amended Tax Returns FAQs
11 answers to the questions clients ask us most. Don't see yours? Ask us directly.
How far back can I amend?
To claim a refund, generally within three years of the original filing date or two years from when you paid the tax, whichever is later.
Will amending trigger an audit?
Amending does not by itself trigger an audit. Correcting an error yourself is usually viewed better than the IRS finding it.
How long do amended returns take?
Amended returns take longer to process than original ones, often several months. We track status for you.
Can amended returns be e-filed?
Yes. Form 1040-X can be e-filed for recent tax years, which is faster and easier to track than paper.
Do I need to amend my state return too?
Usually, if the federal change affects your state taxable income. Many states require you to report federal changes within a set period.
Should I amend for a math error?
No. The IRS corrects math errors itself. You also don't need to amend just because you forgot to attach a form; the IRS will ask for it if needed.
How do partnerships amend?
Most partnerships cannot simply file an amended Form 1065. They file an administrative adjustment request, which follows its own rules. We handle that process.
Will amending delay my original refund?
If you are still waiting for your original refund, it is usually best to wait until it arrives before filing an amendment.
How much does tax preparation cost?
Fees depend on the forms involved, the number of states and how organised your records are. After a short consultation we give you a written quote before any work starts.
Is my information secure?
Yes. Documents are exchanged through an encrypted client portal, and we follow a written information security plan as the FTC Safeguards Rule requires of tax preparers.
Can you prepare returns for prior years?
Yes. We prepare current and past-year federal and state returns, which is useful if you are catching up or amending.
Often paired with this service
Individual Tax Preparation
Federal and state Form 1040 preparation for W-2 earners, families and investors, filed electronically and reviewed line by line.
Learn moreIRS Representation & ResolutionIRS Notices & Letters
Fast, accurate responses to IRS and state tax notices such as CP2000, CP14 and identity verification letters.
Learn moreTax Planning & StrategyTax Planning & Strategy
Proactive, year-round tax planning that lowers your bill through timing, structure, retirement contributions and credits.
Learn moreAmended Tax Returns in every state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, D.C.
- West Virginia
- Wisconsin
- Wyoming
Popular cities
- Birmingham, AL
- Anchorage, AK
- Phoenix, AZ
- Little Rock, AR
- Los Angeles, CA
- Denver, CO
- Bridgeport, CT
- Wilmington, DE
- Jacksonville, FL
- Atlanta, GA
- Honolulu, HI
- Boise, ID
- Chicago, IL
- Indianapolis, IN
- Des Moines, IA
- Wichita, KS
- Louisville, KY
- New Orleans, LA
- Portland, ME
- Baltimore, MD
- Boston, MA
- Detroit, MI
- Minneapolis, MN
- Jackson, MS
- Kansas City, MO
- Billings, MT
- Omaha, NE
- Las Vegas, NV
- Manchester, NH
- Newark, NJ
- Albuquerque, NM
- New York City, NY
- Charlotte, NC
- Fargo, ND
- Columbus, OH
- Oklahoma City, OK
- Portland, OR
- Philadelphia, PA
- Providence, RI
- Charleston, SC
- Sioux Falls, SD
- Nashville, TN
- Houston, TX
- Salt Lake City, UT
- Burlington, VT
- Virginia Beach, VA
- Seattle, WA
- Washington
- Charleston, WV
- Milwaukee, WI
- Cheyenne, WY
Get help with amended tax returns
Book a consultation and get a clear plan for your taxes and books, wherever you are in the U.S.