1040-X
Business & Finance abbreviation · Tax
| Stands for | Amended U.S. Individual Income Tax Return (IRS Form 1040-X) |
|---|---|
| Categories | Business & Finance |
1040-X stands for Amended U.S. Individual Income Tax Return (IRS Form 1040-X), a tax abbreviation.
Used to correct a Form 1040 already filed, for example to add a missed W-2, claim an overlooked credit or change filing status. A refund claim generally must be made within three years of the original filing or two years after the tax was paid, whichever is later.
Example: I realized I forgot the 1098-T, so I'm filing a 1040-X to claim the education credit.
Usage notes
Electronic filing of amended returns became possible in 2020; paper versions take much longer, often 16 weeks or more. Simple math errors do not require an amended return because the IRS corrects them automatically. Status can be followed with the "Where's My Amended Return?" tool. Also written 1040X.
Related abbreviations
More tax abbreviations
- 1031 – Like-kind exchange (Internal Revenue Code section 1031)
- 1040 – U.S. Individual Income Tax Return (IRS Form 1040)
- 1040-ES – Estimated Tax for Individuals (IRS Form 1040-ES)
- 1040-NR – U.S. Nonresident Alien Income Tax Return (IRS Form 1040-NR)
- 1040-SR – U.S. Tax Return for Seniors (IRS Form 1040-SR)
- 1041 – U.S. Income Tax Return for Estates and Trusts (IRS Form 1041)
- 1065 – U.S. Return of Partnership Income (IRS Form 1065)
- 1095-A – Health Insurance Marketplace Statement (IRS Form 1095-A)
- 1098 – Mortgage Interest Statement (IRS Form 1098)
- 1098-E – Student Loan Interest Statement (IRS Form 1098-E)
- 1098-T – Tuition Statement (IRS Form 1098-T)
- 1099 – IRS Form 1099 information return series