Form 1040-X amended returns.
Flat $300 (we prepared the original) · Flat $450 (another preparer did)
Corrected W-2s and 1099s, missed deductions, basis errors, prior-preparer mistakes — most amended returns are routine, fixed-fee work. We prepare and e-file the 1040-X, walk you through what changed, and store the supporting documentation in your portal for future reference.
What's covered at the flat fee
- Federal Form 1040-X amendment, signed and e-filed (or paper-mailed where 1040-X e-file is not yet available for that tax year)
- Up to one (1) state amended return for the same tax year
- Statement of changes (the why-it-changed narrative the IRS expects on Schedule of Changes)
- Supporting documentation organized in the secure client portal
- Up to one (1) round of revision based on your review of the draft
What's outside the flat fee
- Multiple state amendments — add $75 per additional state
- Multi-year amendments (e.g., correcting basis across three returns) — multi-year discount applies; quoted up front
- Underlying complexity that wasn't in the original return (e.g., the original missed an entire Schedule C; the amendment is essentially a new return) — we requote at the appropriate tier
- IRS notice-stage representation — correspondence-stage handled separately under notice response pricing
Common reasons clients amend
- A late W-2, 1099, or K-1 arrived after filing
- Prior preparer missed a deduction or credit you're entitled to
- Basis was reported wrong on a stock sale or RSU vest
- Filing status was wrong (e.g., HOH eligibility missed)
- Dependent claim was wrong (e.g., a divorce-decree mismatch)
- Sec. 121 home-sale exclusion or Sec. 1031 exchange wasn't claimed
- Foreign earned income exclusion or foreign tax credit wasn't claimed
How long the IRS takes
Amended return processing typically runs 8–16 weeks for paper amendments and 4–12 weeks for electronically-filed 1040-X. Refunds from amendments cannot be direct-deposited prior to TY2023 e-filing capability; older years are paper-check only. Statute-of-limitations on claiming a refund is generally 3 years from the original filing date or 2 years from the date you paid tax, whichever is later. If your amendment is approaching that limit, flag it on the intake form.
Get started
Submit the structured intake form with the original return and a one-line description of what changed. We respond within 1 business day with a fixed quote, an engagement letter, and a portal invite for document upload.