Enlarge image | Department of the Treasury—Internal Revenue Service Form 1040-X Amended U.S. Individual Income Tax Return OMB No. 1545-0074 (Rev. February 2024) Go to www.irs.gov/Form1040X for instructions and the latest information. This return is for calendar year (enter year) or fiscal year (enter month and year ended) Your first name and middle initial Last name Your social security number If joint return, spouse’s first name and middle initial Last name Spouse’s social security number Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign Check here if you, or your spouse City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code if filing jointly, didn’t previously want $3 to go to this fund, but now do. Checking a box below will not Foreign country name Foreign province/state/county Foreign postal code change your tax or refund. You Spouse Amended return filing status. You must check one box even if you are not changing your filing status. Caution: In general, you can’t change your filing status from married filing jointly to married filing separately after the return due date. Single Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying surviving spouse (QSS) If you checked the MFS box, enter the name of your spouse unless you are amending a Form 1040-NR. If you checked the HOH or QSS box, enter the child’s name if the qualifying person is a child but not your dependent: Enter on lines 1 through 23, columns A through C, the amounts for the return A. Original amount B. Net change— year entered above. reported or as amount of increase C. Correct previously adjusted or (decrease)— amount Use Part II on page 2 to explain any changes. (see instructions) explain in Part II Income and Deductions 1 Adjusted gross income . If a net operating loss (NOL) carryback is included, check here . . . . . . . . . . . . . . . . 1 2 Itemized deductions or standard deduction . . . . . . . . . 2 3 Subtract line 2 from line 1 . . . . . . . . . . . . . . . 3 4a Reserved for future use . . . . . . . . . . . . . . . . 4a b Qualified business income deduction . . . . . . . . . . . . 4b 5 Taxable income. Subtract line 4b from line 3. If the result for column C is zero or less, enter -0- in column C . . . . . . . . . . . . 5 Tax Liability 6 Tax. Enter method(s) used to figure tax (see instructions): 6 7 Nonrefundable credits. If a general business credit carryback is included, check here . . . . . . . . . . . . . . . . . . . 7 8 Subtract line 7 from line 6. If the result is zero or less, enter -0- . . . 8 9 Reserved for future use . . . . . . . . . . . . . . . . 9 10 Other taxes . . . . . . . . . . . . . . . . . . . . 10 11 Total tax. Add lines 8 and 10 . . . . . . . . . . . . . . 11 Payments 12 Federal income tax withheld and excess social security and tier 1 RRTA tax withheld. (If changing, see instructions.) . . . . . . . . . 12 13 Estimated tax payments, including amount applied from prior year’s return 13 14 Earned income credit (EIC) . . . . . . . . . . . . . . . 14 15 Refundable credits from: Schedule 8812 Form(s) 2439 4136 8863 8885 8962 or other (specify): 15 16 Total amount paid with request for extension of time to file, tax paid with original return, and additional tax paid after return was filed . . . . . . . . . . . . . . . . . . . . . . . . 16 17 Total payments. Add lines 12 through 15, column C, and line 16 . . . . . . . . . . . . . 17 Refund or Amount You Owe 18 Overpayment, if any, as shown on original return or as previously adjusted by the IRS . . . . . 18 19 Subtract line 18 from line 17. (If less than zero, see instructions.) . . . . . . . . . . . . 19 20 Amount you owe. If line 11, column C, is more than line 19, enter the difference . . . . . . . 20 21 If line 11, column C, is less than line 19, enter the difference. This is the amount overpaid on this return 21 22 Amount of line 21 you want refunded to you . . . . . . . . . . . . . . . . . . . 22 23 Amount of line 21 you want applied to your (enter year): estimated tax 23 Complete and sign this form on page 2. For Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11360L Form 1040-X (Rev. 2-2024) |
Enlarge image | Form 1040-X (Rev. 2-2024) Page 2 Part I Dependents Complete this part to change any information relating to your dependents. A. Original number B. Net change— C. Correct reported or as This would include a change in the number of dependents. of dependents amount of increase number Enter the information for the return year entered at the top of page 1. previously adjusted or (decrease) 24 Reserved for future use . . . . . . . . . . . . . . . . 24 25 Your dependent children who lived with you . . . . . . . . . 25 26 Reserved for future use . . . . . . . . . . . . . . . . 26 27 Other dependents . . . . . . . . . . . . . . . . . . 27 28 Reserved for future use . . . . . . . . . . . . . . . . 28 29 Reserved for future use . . . . . . . . . . . . . . . . 29 30 List ALL dependents (children and others) claimed on this amended return. Dependents (see instructions): (d) Check the box if qualifies for (see instructions): (b) Social security (c) Relationship If more (a) First name Last name number to you Child tax credit Credit for other than four dependents dependents, see instructions and check here Part II Explanation of Changes. In the space provided below, tell us why you are filing Form 1040-X. Attach any supporting documents and new or changed forms and schedules. Remember to keep a copy of this form for your records. Under penalties of perjury, I declare that I have filed an original return, and that I have examined this amended return, including accompanying schedules and statements, and to the best of my knowledge and belief, this amended return is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information about which the preparer has any knowledge. Your signature Date Your occupation Sign If the IRS sent you an Identity Protection PIN, enter it here Here (see inst.) Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.) Phone no. Email address Preparer’s name Preparer’s signature Date PTIN Check if: Paid Self-employed Preparer Firm’s name Phone no. Use Only Firm’s address Firm’s EIN For forms and publications, visit www.irs.gov/Forms. Form 1040-X (Rev. 2-2024) |