Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Amended and Prior Year Returns Workout

When to Amend a Return

Case Study 1: Additional Forms/Changing Information

Two weeks after Bernard's current year tax return was filed, he received another Form W-2 in the mail. The volunteer tax preparer reviewed Bernard's file to be sure the Form W-2 wasn't included in the original return. The volunteer then helped Bernard prepare Form 1040X to include the additional Form W-2 on the current year return.

Click here for an explanation.

Top of Form 1040X and Form W-2.