A filed tax return may need correction when new information arrives or an item was reported incorrectly. We compare the original return with the updated records, explain the effect of the change, and prepare the required federal and state amendments.
When an amended return may be appropriate
- New or corrected income forms arrive after filing
- A deduction, credit, dependent, or filing detail was omitted
- An IRS or state notice reveals information that needs review
- A federal correction also changes a state return
What to bring
Bring the complete original return, all corrected or newly received tax forms, related notices, payment or refund records, and documents that support the requested change.