Amended Return (1040-X) Upload Instructions
To review and prepare an amended return, please upload all of the following:
• A copy of the originally filed tax return
• All original tax documents used to file that return, including W-2(s) and any 1099s
• Any new or corrected documents related to the change (revised W-2s, 1099s, credits, IRS notices, etc.)
Important: If The Solutions Center did not prepare the original tax return, the originally filed return alone is not sufficient. Original tax documents (such as W-2s) are required to verify payer information and EINs needed for amendment and electronic submission.
Please upload applicable document(s).
Amended returns are reviewed and billed upfront.
To review and prepare an amended return, please upload all of the following:
• A copy of the originally filed tax return
• All original tax documents used to file that return, including W-2(s) and any 1099s
• Any new or corrected documents related to the change (revised W-2s, 1099s, credits, IRS notices, etc.)
Important: If The Solutions Center did not prepare the original tax return, the originally filed return alone is not sufficient. Original tax documents (such as W-2s) are required to verify payer information and EINs needed for amendment and electronic submission.
Please upload each document separately and select the correct document type for each upload.
Amended returns are reviewed and billed upfront. A full tax intake is not required unless additional information is needed to complete the amendment.