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Amended Tax Return Preparation — Intake

Complete Your Amendment Intake

Answer the questions below before providing your original return or supporting documents.

Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information.

Click the button below to start.

Start

Question 1 of 21

1. What type of return needs to be amended?

A

Individual — Form 1040

B

Sole Proprietor / Schedule C

C

Partnership — Form 1065

D

S Corporation — Form 1120-S

E

C Corporation — Form 1120

F

Estate or Trust — Form 1041

G

Nonprofit / Form 990 Series

H

Other

I

Not Sure

Question 2 of 21

2. What tax year needs to be amended?

Question 3 of 21

3. Has the original return already been filed?

A

Yes

B

No

C

Not Sure

Question 4 of 21

 

4. Has this tax year's return already been amended before?

A

Yes

B

No

C

Not Sure

Question 5 of 21

 

Why does the return need to be amended?

Question 6 of 21

In your own words, what needs to be changed on the return?

Question 7 of 21

How did you discover that a change may be needed?

Question 8 of 21

Did you receive any new or corrected tax documents after the original return was filed?

A

Yes

B

No

C

Not Sure

Question 9 of 21

If yes, what new or corrected documents did you receive?

Question 10 of 21

Did you receive an IRS or state tax notice related to this return?

Question 11 of 21

Did the original return show a refund?

Question 12 of 21

If it showed a refund, have you received that refund?

Question 13 of 21

Did the original return show a balance due?

Question 14 of 21

If there was a balance due, has it been paid?

Question 15 of 21

Are there any other changes you believe should be made to this return?

Question 16 of 21

If yes, explain the additional changes.

Question 17 of 21

Is there anything else we should know before preparing the amendment?

Question 18 of 21

I understand that the $250 Amended Tax Return Preparation service covers preparation of one standard amended tax return and that additional years, business returns, unusually complex amendments or work outside the stated scope may require an additional engagement and fee.

A

Yes

Question 19 of 21

I understand that preparation of an amended return does not guarantee an additional refund, reduction in tax, penalty removal or acceptance of the changes by the IRS or state taxing authority.

A

Yes

Question 20 of 21

I understand that purchasing this service or submitting this intake does not extend, suspend or satisfy any IRS or state filing, payment, refund-claim, notice-response or other deadline.

A

Yes

Question 21 of 21

I understand that tax returns, Social Security numbers, bank information and other sensitive taxpayer documents should only be provided through the designated secure client process.

A

Yes

Confirm and Submit