Sample Letter To Irs For Amended Return

Need to tweak something on your tax return after you’ve already filed? You might need to send the IRS an amended return. Sometimes, you also need to write a letter to explain the changes. This letter can provide context or clarify specific items. It helps the IRS understand why you’re making the amendment.

Writing to the IRS can be intimidating. That’s why we are here. We want to make it easier for you.

In this article, we will share samples of letters. These examples can help you write your own letter to the IRS. Use these templates for your amended tax return. Make the process smoother and less stressful.

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Sample Letter To Irs For Amended Return

[Your Name]
[Your Address]
[Your City, State, ZIP Code]
[Your Phone Number]
[Your Email Address]

[Date]

Internal Revenue Service
[IRS Address]
[IRS City, State, ZIP Code]

Re: Amended Tax Return – Form 1040-X
Tax Year: [Year]
Social Security Number: [Your Social Security Number]

Dear Sir or Madam:

I am writing to you regarding an amendment to my tax return for the tax year [Year]. I originally filed my return on [Date of Original Filing].

I am submitting Form 1040-X, Amended U.S. Individual Income Tax Return, to correct [briefly state the error, e.g., an error in calculating income, missed deduction, etc.]. The amended return includes [list the attachments, e.g., copies of W-2s, corrected 1099s, etc.] to support the changes.

I have attached a copy of my original tax return for your convenience.

I understand that it may take several weeks or months to process my amended return. I would appreciate it if you could review it at your earliest convenience.

Thank you for your time and attention to this matter.

Sincerely,

[Your Signature]

How to Write Sample Letter To IRS For Amended Return

Subject Line: Clarity is Key

Be upfront. Start with “Amended Return – [Tax Year] – [Your Name] – [SSN or EIN]”.
A concise subject line expedites processing by directing your correspondence to the appropriate department.

Salutation: Professional Courtesy

Address your letter to “Internal Revenue Service” or, if known, to a specific department or agent.
Avoid overly familiar greetings. A formal tone evinces respect and professionalism.

Introduction: State Your Purpose

Immediately specify that you are submitting an amended return.
Mention the tax year you are amending and the original filing date, if known.
Briefly allude to the reason for the amendment; a detailed explanation follows in the body.

Body Paragraphs: Elucidate the Changes

Explain, with meticulous detail, the specific errors in the original return.
Provide the corrected information, referencing the relevant lines on the tax form.
If the amendment results from a discrepancy or omitted document (e.g., a late-arriving 1099), include copies.
Substantiate your claims with authoritative documentation to preempt potential queries.

Financial Impact: The Bottom Line

Clearly state whether the amendment results in a refund, a balance due, or no change to your tax liability.
If you owe additional taxes, indicate how you intend to remit payment (e.g., check, electronic funds transfer).
For refund requests, confirm the accuracy of your bank account details (if applicable) on the amended return form.

Closing: Cordial Finality

Use a professional closing such as “Sincerely” or “Respectfully”.
Sign your name legibly and include your typed name beneath.
Provide your phone number and email address for ease of communication.

Enclosures: Completeness Matters

List all enclosed documents (e.g., amended Form 1040X, supporting schedules, copies of relevant forms).
Ensuring all pertinent documentation is included mitigates delays and demonstrates diligence.

Frequently Asked Questions: Amended Return Letters to the IRS

When submitting an amended tax return, it’s sometimes necessary to include a cover letter. This section addresses common inquiries about drafting such letters for the IRS.

1. Why should I send a letter with my amended return?

Including a letter allows you to briefly explain the changes made in your amended return and provide any supporting documentation that could expedite processing.

2. What information should be included in the letter?

The letter should include your name, Social Security number, the tax year of the amended return, the form number you are amending (e.g., 1040-X), and a concise explanation of the changes.

3. Is there a specific format the IRS requires for the letter?

The IRS does not have a strict format, but the letter should be clear, concise, and professional. Use a standard business letter format.

4. Where do I send the letter and amended return?

The mailing address for amended returns varies depending on the state and the form being amended. Refer to the IRS instructions for Form 1040-X for the correct address.