Have You Made an Error on Your 2023 Tax Return? Here’s What to Do Next

Did you recently file your 2023 tax return only to realize there was a mistake?

Whether you filed on your own and made a calculation error, forgot to attach a necessary schedule, or just remembered some significant charitable donations from early 2023 that you didn’t inform your tax professional about, you might be wondering if an amended return is necessary.

In some cases, there’s no need to worry. The IRS typically corrects math errors during the processing of tax returns and will notify you of any changes. If a form or schedule is missing, the IRS will send a letter requesting the required documentation. However, certain corrections do require an amended return. These include changes in filing status, unreported income, incorrect deductions or credits, and inaccurate tax liabilities.

For assistance in filing an amended return or addressing any other tax concerns, contact our office today. We’re here to help ensure your tax matters are handled correctly and efficiently.

Contact the office of Jacksonville Accounting Firm Erwin, Fountain & Jackson P.A. to discuss your tax return options in more detail.