👉

Did you like how we did? Rate your experience!

Rated 4.5 out of 5 stars by our customers 561

Award-winning PDF software

review-platform review-platform review-platform review-platform review-platform

Video instructions and help with filling out and completing How Form 8804 Schedule Amend

Instructions and Help about How Form 8804 Schedule Amend

Today, I am explaining how to file Form 1040X, the amended US income tax return. You can see the return behind me here. This is your federal amended tax return. At the top here, you can see this is a 27 version, which you should file the 2017 version of Form 1040X if you are amending your return in 2017. You can see here there's 2016. You can just check the for whichever tax year applies. You only want to check one. Enter other calendar year or fiscal year. Usually, you will leave this blank. It is not common for individuals to have a different calendar year other than the standard 1231. Down here, you'll enter your first name and initial followed by your last name and social security number. If you did file a joint return with your spouse, be sure to list your names in the same order as they were filed on the return you're amending. In other words, if your husband's name went first and then your name as a spouse second, be sure to list them that way on the amended return. It's not a fine if you don't do it that way, but it can prevent issues. So, for your address, you want to enter your current address, not necessarily the address you reported on the form that you're amending. Down here at the amended return filing status, you want to check whichever status you initially filed on that return, and you can see that on Form 1040, your individual tax form. The first page directly below your personal information, you will see your filing status. If you didn't have any penalty for not having health care during that year, you can check "Yes" because that means that you and all members of your...