How do I fix a mistake on a return I already filed?
Short answer: File an amended return on Form 1040-X, usually within three years of the original filing date to claim a refund.
If you left out income, missed a deduction or used the wrong filing status, file Form 1040-X. Utah uses an amended TC-40.
To claim a refund, the amended return generally must be filed within three years of the date you filed the original return or two years from when you paid the tax, whichever is later.
Simple math errors and missing forms are often corrected by the IRS on its own, so you may not need to amend for those. If you received a CP2000 or other notice, respond to the notice instead of filing a separate amendment.
General information from Davis Schuler & Associates, LLC, not advice for your situation. Tax rules and thresholds change; confirm the current rules before acting.
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