Youāve filed your federal tax return and then realize that you forgot to include an item of income or a big deduction, or filled out a form completely wrong! Donāt stress out about it ā itās possible to file an amended federal tax return, as long as you file within a certain period after the return due date.
While nobody ever wants to make an error on their expat tax return, the IRS has a way to make the necessary corrections via an amended tax return, filed on Form 1040X. By filing the amended return, you can claim an additional refund you are owed or pay an additional tax you owe due to your tax liability change. Please note that in some cases, you wonāt need to amend your return at all, even if there was an error or omission. If the error was from a miscalculation, the IRS might automatically correct the error.
Universal Tax Professionals specializes in US expat tax services and makes the amendment process simple. We review your original return, identify what needs to be corrected, prepare all required forms, and ensure everything is filed accurately. Whether you missed foreign income forms, used the wrong filing status, or need to adjust exclusions or credits, our team of expat tax professionals handles it for you.
Sometimes mistakes or new information can change the accuracy of your original tax return. In these situations, filing an amended return ensures your tax filing is correct and up to date. You may need to file an amended tax return if:
You used the wrong filing status or made an error with dependents
You missed income, deductions, or credits, or reported something incorrectly
You filed the wrong residency form, such as filing Form 1040 instead of 1040-NR
You must add additional forms that were originally overlooked, such as FATCA Form 8938 for reporting foreign financial accounts and assets
You want to claim credits or deductions not taken on the original returnāfor example, the refundable portion of the Child Tax Credit or prior-year foreign tax credit carryovers
Updating your return ensures full IRS compliance and helps you claim any refund you may have missed. With Universal Tax Professionals, you can have expert support from experienced expat tax specialists, which makes the amendment process simple and stress-free
Correcting a tax return can feel overwhelming, especially when youāre unsure which forms need updating or how the IRS requires changes to be documented. Our amended tax return service is designed to make the entire process clear, accurate, and stress-free. Hereās what you can expect:
We thoroughly examine your originally filed federal and state tax returns to identify mistakes, missing information, and overlooked deductions or credits.
We complete Form 1040-X along with any necessary schedules, including expat-specific forms like Form 2555, Form 1116, and FATCA Form 8938.
Our team recalculates your taxes to determine whether you qualify for an additional refund or owe any additional tax.
Our team will provide a clear summary detailing every change made and why the amendment was necessary.
We’ll guide you through e-filing or mailing your amended return and assist with any IRS notices related to your amendment.
Filing an amended tax return can feel overwhelming, but with the right support, the process becomes simple and stress-free. At Universal Tax Professionals, we take the time to fully review your return to determine whether an amendment is truly necessary.
There are situations where you may think an error exists, but after our careful review, we may find the return is already accurate or that the change would have no meaningful impact. In those cases, no amendment is needed, and we donāt charge anything unless we actually prepare an amended return.
We understand the unique complexities of foreign income, tax treaties, credits, and reporting requirements that many firms overlook.
We only charge when an amendment is truly needed. If our review shows no significant errors or changes, you pay nothing.
Our team doesnāt just prepare amendments. We investigate the full picture to ensure your return is fully compliant and optimized.
Every year, our client base grows by 35%, while 97% of our clients return annually, demonstrating the strong trust and satisfaction they have in our services.
The IRS typically takes 8ā16 weeks to process an amended federal return. Some returns can be e-filed, which may speed up the timeline. State processing times vary by state.
No. Filing an amended return does not automatically trigger an audit. In fact, correcting errors proactively often helps avoid future IRS issues.
Yes. If the corrections result in overpaid taxes, you may be eligible for an additional refundāprovided you file within the IRS statute of limitations (generally three years from the original filing date).
Yes. You can file multiple amendments for the same year if new information becomes available. Each amendment requires its own Form 1040-X.
If youāve discovered mistakes or missing information on your US tax return, youāre not alone ā and itās not too late to correct it. Filing an amended tax return allows you to update your filing, claim missed benefits, and ensure full IRS compliance.
Our team at Universal Tax Professionals can review your return, prepare the necessary amendments accurately, and give you peace of mind knowing your US taxes are corrected and back on track.