Something Was Missed? Let’s Correct The Return.
An amended return may correct income, deductions, credits, dependents or filing information. Money Flow reviews the original return and supporting records before preparing a correction.
SEE WHEN AN AMENDMENT MAY HELP ↓Add A Missing Tax Form
A W-2, 1099 or other income document received after filing may require the original return to be corrected.
REPORT THE FULL PICTUREReview A Missed Credit
Education, dependent and other credits require eligibility review and supporting documentation.
DOCUMENTATION REQUIREDCorrect Filing Information
Filing status, dependents, deductions or other reported facts may sometimes need correction.
FACTS MUST SUPPORT ITPrepare Form 1040-X
An individual federal amendment explains the original amounts, corrected amounts and reasons for the change.
CORRECT IT CLEARLYBring The Original Return
Provide the filed return, new or corrected documents, IRS notices and records supporting every requested change.
COMPLETE FILE REQUIREDExpect Additional Time
Amended returns follow a different processing timeline and may require additional IRS review.
PATIENCE + ACCURACYApprove The Correction
Review the amended return, explanation and expected tax impact before signing and submitting it.
UNDERSTAND THE CHANGERequest An Amendment Review
Submit the original return and corrected information through the secure Money Flow intake.
ENTER THE AMENDMENT VAULT →Let’s Review What Needs To Be Corrected.
Send the filed return, corrected documents and supporting records so we can review the amendment request.
REQUEST MY AMENDMENT REVIEW →