Need to amend 2023 return for missing W-2 - Tax preparer didn't file my documents

You need to file a Form 1040-X (Amended U.S. Individual Income Tax Return) to correct this issue. Here's what you should know: • The amendment window is open for 3 years from the original filing date • You'll need to include the missing W-2 information • Recalculate your tax liability with the additional income • Pay any additional tax owed to minimize interest/penalties • Keep copies of everything you submit • Processing time for amendments is currently 16+ weeks The sooner you address this, the less you'll potentially owe in interest charges.

Have you checked if you're due a refund with that missing W-2? Because if you are, you definitely want to file that amendment, right? But if you'll owe more, you'll still need to file, but you might want to calculate the potential penalties first. Don't worry too much though - the IRS deals with amendments constantly. Your situation is actually pretty common. Have you gathered all your documentation yet? The process isn't as daunting as it seems once you get started.

I had almost the exact same situation last year! My accountant missed a W-2 from a short-term job I had forgotten about. I filed the 1040-X in May 2023 and it was processed by September. Have you already calculated how much tax difference this will make? And did you have significant withholding on that missing W-2?

This is such a frustrating situation compared to other tax issues. My preparer made a similar mistake last year and I couldn't get anyone on the phone at the IRS for WEEKS. I finally used Claimyr.com (https://www.claimyr.com) and got through to an actual human in about 30 minutes who confirmed exactly what I needed to do for my amendment. Compared to the 3+ hours I spent on redial hell before that, it was worth every penny. They basically wait on hold for you and call when an agent picks up.

You need to execute a Qualified Amendment utilizing Form 1040-X. The Statute of Limitations for voluntary corrections extends 3 years from your original filing date or 2 years from when you paid the tax, whichever is later. Based on current IRS processing protocols, I'd recommend e-filing the amendment if your software supports it - paper amendments are experiencing significant processing delays in the current tax cycle. Remember to include your CP2000 notice if you received one regarding the unreported income.

I had to amend my return on April 18th last year for a missing 1099. The key is to file electronically if possible - paper amendments filed after February 15th this year are taking 20+ weeks to process according to my CPA. If you're expecting a refund even after adding the W-2, you'll get interest calculated from the original filing date. If you'll owe more, pay it when you file the amendment to stop interest accrual which began on April 15th, 2023.

I filed an amendment for a missing W-2 exactly 14 months ago. It took precisely 22 weeks and 3 days to process. The W-2 had $4,782 in income and $612 in withholding. I ended up owing an additional $327 plus $41.83 in interest. The process was straightforward - I used the same tax software I'd used for my original return, and they walked me through the amendment step by step. The key is documenting everything meticulously and keeping proof of submission.

According to the IRS.gov amendment page (https://www.irs.gov/filing/amended-returns-form-1040-x), you can now e-file amendments for tax years 2019 and later, which should help with processing times. The most important thing is to act quickly - the longer you wait, the more interest accumulates if you owe additional tax. Also, if the IRS discovers the omission before you amend, you could face accuracy-related penalties that wouldn't apply for a voluntary correction.