Amended and prior-year returns
Amended tax return help, and the years you have not filed yet.
A credit you missed, a 1099 that arrived in May, or a year that never got filed. We correct the federal, the PA-40 and the local return together. $225 per amended year on our pricing page (illustrative).
Which one is it?
- A credit you found out about after you filed.
- A corrected 1099 or a late W-2.
- Two years of unopened envelopes on the hall table.
Or call (412) 555-0163. January to April: Monday to Friday 9 am to 7 pm, Saturday 9 am to 2 pm.
How it works
Three steps back to current.
- Step 1
Find out where you stand
We list which years are filed, which need fixing and which are missing.
- Step 2
Fix them in order
Oldest first, so each year carries into the next correctly.
- Step 3
File all three, every year
Federal 1040-X, PA-40 with PA-40X, and the local return.
When an amendment is worth it
The federal window, in plain words.
You can claim a federal refund within 3 years of filing or 2 years of paying, whichever is later. A return filed early counts from the April due date.
- A missed creditChild care, education, or the Working Pennsylvanians credit on the family return.
- A corrected formA corrected 1099 or W-2 that changes the numbers.
- Business income left offSide income that belonged on a self-employed return.
- A missed rebate or deductionA senior deduction or credit left off a retiree return.
- E-file is availableThe 1040-X can be e-filed; you can file up to three amended returns a year.
Unfiled years
The order we file back years in.
- First
Request your records
Wage and income transcripts from the IRS, and your local account from Jordan Tax Service.
- Then
The oldest year
Prepared and filed first, federal, PA and local.
- Then
Each year after
In order, so carryovers and estimates line up.
- Last
This year, on time
Back on the calendar with everyone else.
Fair questions
What people ask before they book.
“Will an amendment get me audited?”
Correcting a return is a normal part of the system. We cannot promise how any agency will respond, but a careful, documented amendment is the right way to fix a mistake.
“I cannot find my old W-2s.”
The IRS keeps wage and income transcripts. We help you request them.
How we do it
No lecture. Just the next year, then the next.
Hannah handles catch-up work. She lays out the years on one page so you can see the end, then works through them in order.
If a letter is already on the table, we deal with it first through notice help, and the local returns are corrected alongside.
Where we work
Brookline first, then the whole city.
Our office is at 1031 Brookline Blvd, Suite 2, Pittsburgh, PA 15226. Most clients live within twenty minutes of it; plenty never visit at all and do everything by secure upload and a phone call.
- Brookline
- Beechview
- Overbrook
- Carrick
- Banksville
- Bon Air
- Dormont
- Mt. Lebanon
- Castle Shannon
- Baldwin
- Whitehall
- Bethel Park
- Green Tree
- Mount Oliver
- Anywhere in Pennsylvania, remotely
Before you book
Amended return questions
Something else? Call (412) 555-0163 and a preparer will answer.
How far back can I amend for a refund?
For federal returns, within 3 years of filing or 2 years of paying, whichever is later. Early returns count from the April due date.
How is a PA return amended?
With an amended PA-40 and Schedule PA-40X filed together. We confirm the Pennsylvania window for your year before filing.
How long does an amended return take?
The IRS usually takes 8 to 12 weeks to process a 1040-X.
What does it cost?
$225 per amended year, federal, PA and local together (illustrative). Unfiled years are priced at the normal tier on our pricing page.
I owe for a past year. Can you help?
We file the returns and help you understand the balance. If the case needs representation before the IRS, we say so and refer it.
Next step
One year at a time, starting with the oldest.
Book a 30-minute sit-down, bring whatever you have, and leave with a plan and a price in writing.