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Questions tagged [form-1040x]

IRS Form 1040X is the *Amended* tax return form. For questions about the standard tax return form, use tag "form-1040".

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If I file an amendment to my taxes, do I pay the difference or just the base amount?

I filed a 1040 a few weeks ago and, per that form, was due a refund. I put in the routing information for my bank information to receive the refund deposit, but I haven't received it yet. I just ...
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1041 not supported by tax software - file as regular and 1040X to adjust?

I'm just about done filing for this year, when I discovered that my tax software only partially supports K-1 forms - specifically, it doesn't support 1041s (Beneficiary of trust, trust has income that ...
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42 views

OPT student accidentally filed taxes using TurboTax [duplicate]

I'm an F-1 student that accidentally filed my taxes using TurboTax. According to this forum, I need to file 1040-NR with a 1040-X attached to amend what I already filed using TurboTax. I tried ...
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68 views

Forgot to check “Yes” in the question about the foreign account

In 2017, using Credit Karma, I filed a tax return by must have said "No" to the question about foreign accounts. The max aggregate balance of all my accounts in 2017 was under $10,000 so I didn't have ...
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What do you file as the form number you filled last year if you amended it?

Last year, I accidentally filled Form-1040 first, then I realized that I need to file 1040NR-EZ. So I filled 1040X and 1040NR-EZ last year itself. Now I was filling the 1040NR form this year and ...
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1answer
81 views

When should I file 1040X if I filed wrong tax form

I am a F1 student non-resident alien and I e-filed 1040 by mistake. The wrong form has already been accepted several days ago. I learned that I must file 1040X to correct my mistake. Here are some ...
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1answer
66 views

1040-ES Late Payment

quick question: I'm new to paying estimated taxes and I somehow forgot to file my last estimated taxes by Jan 15th this year - the payment due was for Sept-Dec 2018. I just realized this, and I want ...
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1answer
205 views

1099-DIV or 1042S

I am US citizen working for MNC. I was transferred to another branch of MNC. This branch is outside USA. I have a stock account with Fidelity. For filing 2017 tax, I realized that they consider me as ...
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341 views

I overlooked to file Form 8889 (HSA contribution) on my tax return. Should I file an amended return?

I filed a 1040NR-EZ tax return. Only after I mailed it, I realized that I had an HSA which requires Form 8889 and the non-simplified 1040NR to be filed. My W-2 does show a W contribution in Box 12. ...
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1answer
69 views

Why am I getting a W-2c form?

I got a W-2c form today from my previous employer (recently changed jobs in 2018), and I read up online that I need to file 1040x to correct these information. My questions are: What are some ...
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86 views

Can I deduct on my IRS 2015 amended form 1040X return the tax loss from foregoing Massachusetts unemployment compensation?

Today, June 12 2017, I was told by the Massachusetts Department of Unemployment Insurance that I could not reopen a prior unemployment claim which I turned down in January 2015 arising from an ...
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1answer
124 views

I have forms 1040x, 1040, Schedule B (form 1040a or 1040), 1099-R. How should I staple them and send?

I need to amend my tax return in order to include 1099-R (got money from 401(k)). TurboTax gave me 3 forms - 1040X, 1040, Schedule B (form 1040A or 1040). How should I staple my amended tax return? ...
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1answer
100 views

Why did Turbo tax provide me with form 1040 and Interest and Ordinary dividends attachment when I am filling amended tax return (1040X)?

I need to amend a return to include form 1099-R. For some reason TurboTax gave me three forms: 1040X, 1040 and Interest and Ordinary dividends attachment to form 1040. Why do I need the last two? As ...
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1answer
595 views

Missed to file Schedule B with 2016 Tax return for foreign bank account

I e-filed my 2016 tax return few days ago, but for my foreign accounts missed to file Schedule B (the tax software generated only 1040EZ). I have correctly reported the interest income of foreign ...
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2answers
484 views

Do I have to file a correction if I receive a corrected 1099 that results in a small increase in my return?

I filed my taxes electronically. Immediately after doing that I read my email, which included a message from my investment company saying that they had made a mistake on my 1099 and were sending me a ...
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4answers
8k views

Filed 1040, Forgot to Check Box on Line 61 (full year health coverage). File 1040X or Wait?

My father filed his 1040 and neglected to check the box on line 61 (full year health coverage). He filed via mail/paper. I can't find a definitive answer on what he should do in this specific case. ...
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2answers
479 views

Should I file for 1040 or 1040NR if I eventually intend to petition for permanent residency?

I'm on F1 visa with OPT status working at a company in US. Normally, F1 visa students qualify for 1040-NR for at least 5 years if they do not pass the substantial presence test. However, there seems ...
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1answer
249 views

How should Form 1040 be amended if error was introduced on lines 78 and 79?

Background Previously I asked "Where is payment for failure-to-file and failure-to-pay penalties included on Form 1040?" There I found out that the failure-to-file and failure-to-pay penalties should ...
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1answer
214 views

Canadian in California - filing taxes as a non-resident

I moved to the US from Canada end of November 2015 for a new job (about 35 days in 2015 with new job). Haven't worked in the US before and have only visited maybe 40 days over the last 3 years purely ...
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2answers
316 views

Do I need to file Federal Tax returns under dual status?

I worked in US from January 2015 to October 2015 on a non-immigrant visa. I moved to Canada in November 2015 on a temporary work permit. Do I need to file my tax return as a non-resident alien for ...
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1answer
123 views

Filled wrong answer for a question in a previous 1040NR form, do I need to send amendment?

I filled my first tax form in 2013 -- form 8843. But the next year (2014) while I was filling the form 1040NR, when asked "Did you file a U.S. income tax return for any prior year?", I forgot that I ...
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1answer
54 views

Filing 1040-NR when I have been outside the US the entire year?

Hypothetical Scenario: I work as an employee (not a contractor) of a US corporation based in UT I am not a permanent resident of the US (i.e. no green card or US citizenship) I am an Indian citizen ...
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1answer
69 views

A US citizen, working part time in Ireland, some earnings on Amazon.com. What to do about my US tax obligations

I am a US citizen living & working in Ireland. I pay Irish tax on my wages. I also earn some pocket money selling on Amazon.com. What should I do about my Amazon.com income with respect to the IRS?...
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1answer
74 views

Does a dependent with no income have to file a 1040x?

My 25 year old son had no income last year.  In fact it was minus $6,000 on his 1040 form. I was fully providing for him.  His community college volunteers helped him file his taxes.  On his 1040 he ...
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1answer
1k views

I filed my 2015 taxes with 1040 using TurboTax, but I am F1 student. How should I file for amendment

I am on F1 Visa(International student). I have a W2 from my summer internship. I accidentally filed my taxes using TurboTax with 1040A, but I need to file with 1040NR. How should I file for amendment?
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1answer
1k views

F1 - EAD OPT tax filing

I am on EAD OPT Visa and filing tax returns. Completely confused on which form I have to file with 1040 or 1040NR, 1040NR-EZ I am in USA from JAN 2014 to till date, and single(no dependents). Please ...
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1answer
80 views

Amending 2015 Tax Return?

When I filed my original Form 1040, I owed the IRS $274. After the return was accepted, I realized I could be claimed as a dependent and now need to amend. The amended Form 1040 shows that I owe the ...
2
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1answer
2k views

F1 student in US, correcting mistake in wrong tax form filed

I noticed a similar question In the US as an F-1 student, filed the wrong form last year. But I have something additional to ask. I am a F1 student nonresident alien and, in 2014, I filed form 1040EZ ...
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0answers
120 views

Freefilefillableforms: after fixing rejection errors, will not accept 3rd submission

I e-filed my 2015 return from freefilefillableforms, as I had last year with no problem. This year my first submission was rejected, and I used the online tool to easily identify and correct the ...
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1answer
278 views

Days present in the United States as J-1

I am considered a nonresident alien for the tax year 2015. As such I have to file Form 1040NR of which Schedule OI is a part of. One question on the Schedule OI asks this: "H. Give number of days (...
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1answer
5k views

What are the tax treaties between USA and India which I can mention in 1040 NR-EZ Item J?

I worked on-campus in 2015 for 2 months during my masters in IT on F-1 Visa as a student. My school paid me around 1500$ for working 2 months on-campus. Then I got an internship in my final semister ...
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1answer
105 views

Do I need to file schedule C if I had a net loss?

I ran a business in 2015 (sole proprietorship) that had a net loss, and I have discontinued that business. Do I need to file a schedule C for it, assuming I do not want/need to offset other earnings ...
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2answers
2k views

Can loss from one US business offset income from another for tax purposes?

I'm 66, single and sole proprietor of 2 unrelated US businesses. Can the loss from one offset the profit of the other one on my 1040?
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1answer
2k views

How should I report earnings from Apple (from selling mobile applications in the App Store) in 1040 form in USA?

How should I report earnings from Apple (from selling mobile applications in the App Store) in 1040 form in USA? I'm permanent resident of USA. Can I fill Form 1040 with Schedule C as individual ...
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1answer
238 views

How to correctly adjust cost basis 8949 for Employer stock starting from 2014

Since 2014 brokers don't include "compensation element" in cost basis on the 1099-B form for RSUs, ESPP and NQSO stock. This means that I have to adjust cost basis myself to avoid being double taxed. ...
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1answer
249 views

merging transactions in 8949

This year I received NQ Stock Options, RSUs and ESPP shares from my employer (I work as a full-time engineer in a tech company). In my 1099-B form all of them show up as separate transactions (...
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1answer
721 views

How can someone claim themselves as a dependent?

I'm filing my taxes on a 1040A form and I noticed this line No one is claiming me as a dependent, so does that mean I should count myself as an exemption? What would that even mean?
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1answer
4k views

Should I file an amended return as I wrongly filed Form 1040 instead of Form 1040 NR?

I filed my taxes through an agent for the year 2014 but the agent filed using Form 1040 and I found out from other sources that I had to file Form 1040 NR, as in 2014, I was in the U.S. for only last ~...
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2answers
233 views

Filing as Dual Status or Non-Resident if entered and exited the US in the same year

I'm a New Zealand citizen who emigrated (I have a green card) to the US in July. Due to some medical issues I returned to NZ in early December. My question is whether I should file as a Dual-Status or ...
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1answer
288 views

Can my non-US-resident LLC partner file a 1040NR-EZ?

One of my partners is a non-US-resident. Our LLC is based in Delaware, and we are subject to pass-through taxation (where we declare our share of profits/losses as income). In principle, this ...
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2answers
2k views

In the US as an F-1 student, filed the wrong form last year

This is my second financial year in the US (I started in Fall 2013). When filing out my taxes I realized that I screwed up 2013's return and filed a 1040 EZ instead of a 1040 NR-EZ. Am I correct in ...
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1answer
2k views

Should the amounts in W-2 Box 14 appear in Box 14 in TurboTax?

I bought some company stock via ESPP and had my first bundle of RSUs vest. The amounts are both shown in box 14 of my W-2. However, I don't see any value imported into box 14 of my 1040 tax return ...
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1answer
164 views

Who can I contact for free help with certain IRS forms?

As part of my US personal tax return to the IRS this year I need to fill out some esoteric IRS forms that are not supported by most personal tax filing software so I have to fill them out manually, ...
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1answer
2k views

I filled the wrong income tax form, what should I do?

I am a non-resident alien in the US and I filled form 1040 by mistake, which is for US residents. I think I should fill 1040X and 1040NR by paper, but I am not sure if I should wait until the return ...
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2answers
235 views

Freelancing and getting taxes taken out up front instead of end of year?

I'm a programmer and I've been working at my current freelance gig for a few months now. They pay me hourly and ranges from 20-40 hours a week. The checks I've been receiving have taxes deducted ...
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3answers
829 views

About to start being an Independent Contractor - Any advice on estimating taxes?

I am a grad student that is about to pick up 10-15 hours of independent contracting work per week. I work and live in Syracuse. I make $19,000 per year (pre-tax) as a grad student, and will make $25/...
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1answer
2k views

Deadline to amend a 1040 tax return filed late?

Generally, you can file 1040 up to three years after the original deadline for filing. So if a person just filed for 2010 (due April 15, 2011) on April 15, 2014 (three years later) and now see an ...