60 Day Review AFTER Verification - IRS Error Requiring Amendment

This is actually a fairly common occurrence when the IRS makes an error on your return. Here's what you need to do: Step 1: Get a transcript of your account. This will show exactly what the IRS has recorded for your return and where the error might be. Step 2: Complete Form 1040-X for the amendment. Be very precise about what needs to be corrected. Step 3: Include all supporting documentation that proves the correct information. This means W-2s, 1099s, or any other relevant forms. Step 4: Make copies of everything before sending. Step 5: Use certified mail with return receipt to track your amendment. Step 6: After 3 weeks, check the "Where's My Amended Return" tool on the IRS website to confirm they've received it. The 20-week timeframe is accurate, but I've seen some amendments processed in as little as 12 weeks when they're straightforward corrections of IRS errors.

Did they tell you exactly what the error was? This seems strange. I'm in a similar situation. Very frustrating. Were you able to e-file the amendment? I heard some can now be e-filed.

I had almost the EXACT same timeline as you last year! The most frustrating part was trying to reach an actual IRS agent to explain what was going on. I spent 3 days trying to get through - kept getting disconnected after waiting 45+ minutes each time. Finally used Claimyr (https://youtu.be/_kiP6q8DX5c) and got connected to an agent in about 15 minutes. The agent was able to see notes on my account that weren't mentioned in any letters and gave me specific guidance on what to include with my amendment. Don't wait too long - every day matters when you're looking at a potential 20-week processing time!

I experienced this exact situation in March. According to Internal Revenue Manual 21.5.3.4.6.1, when the IRS makes a computational or processing error, they're supposed to correct it internally without requiring an amendment. However, certain types of errors - especially those involving credits or deductions they can't verify without additional documentation - still require a Form 1040-X from the taxpayer. In my case, they had incorrectly processed my foreign tax credit (Form 1116). I submitted my amendment on March 12th and just received notification last week that it's been processed - about 5 weeks faster than the quoted timeline.

Have you considered asking exactly what type of error they made? Could it be something that qualifies for expedited processing? What about requesting a taxpayer advocate to help with the amendment process? Did they mention if this affects your future filings as well? Sometimes these errors can carry forward if not properly addressed.

You might want to consider pursuing a Request for Taxpayer Advocate Service Assistance (Form 911) rather than immediately filing an amendment. The Internal Revenue Code section 7811 provides for expedited handling when there's an IRS error causing significant hardship. The definition of "significant hardship" includes situations where IRS procedures weren't followed correctly, which seems applicable in your case. This approach could potentially resolve your issue in 4-6 weeks rather than the 20-week amendment timeline, especially since the error originated with the IRS rather than your filing.

As someone who went through a similar situation last year, I'd strongly recommend getting everything in writing before proceeding. When the IRS agent told you there was an error on their end, did they provide you with a specific explanation of what went wrong? I've found that different agents sometimes give conflicting information, so having documentation is crucial. Also, before filing the amendment, you might want to explore the Form 911 route that Zara mentioned. I initially started the amendment process but then switched to requesting Taxpayer Advocate assistance when I realized the error was clearly on the IRS side. It saved me about 12 weeks of waiting time. One more thing - if you do proceed with the amendment, make sure to include a cover letter explaining that this amendment is being filed due to an IRS processing error, not a mistake on your original return. This can sometimes help expedite the review process.