Who this is for
- Anyone who discovered an error on a previously filed 1040
- Clients adding a missed FEIE or FTC claim
- Refund claims within the statute of limitations
Federal Tax Returns
Form 1040X — amended return
Correct prior-year federal returns — whether to claim missed credits, fix errors, or add late-reported income.
Overview
Why this filing matters
Correct prior-year federal returns — whether to claim missed credits, fix errors, or add late-reported income.
Note — Correcting prior-year returns.
What you get
- Amended return preparation
- Reconciliation with the originally-filed position
- Refund tracking where applicable
Our approach
Built for the cross-border edge cases.
Most US-UK filings fail the same way: a treaty position that wasn’t disclosed, a foreign account that slipped under FBAR thresholds, a PFIC election filed in the wrong year, a carry-forward not tracked from one preparer to the next. The cost of any single one of those is rarely catastrophic on its own — it’s the compounding over multiple filing seasons that quietly turns a clean tax life into a six-figure remediation project.
We start every engagement by looking at the edge cases first — the elections, the disclosures, the carry-forwards, the side-effects on next year’s return — and only then turn to the routine line items. The result is a filing that reads cleanly to anyone who picks it up next: another preparer, the IRS, or a successor in your own business.
- Position memo on every meaningful election, with the reasoning written down for the next return
- Carry-forwards (FTC, capital losses, PFIC basis) tracked year-on-year so nothing expires unused
- Plain-English commentary on every position taken — the kind that makes a future audit a non-event
Our process
How we handle your form 1040x
Four steps from first call to filed return. Fixed fee confirmed before any work begins.
- 01
Intake
30-minute scoping call. We confirm your situation, required filings, and send a tailored document list.
- 02
Review
We analyse your position, flag any cross-border risks, and confirm the scope and fee before any work starts.
- 03
Prepare
Draft returns and schedules are prepared with plain-English commentary on key positions for your review.
- 04
File
E-file with the IRS / FinCEN, send confirmations, and handle any follow-up notices or questions.
Pricing
Fixed fees — no surprises
Amended returns start from £450 + VAT per year. We review the original return, quantify the change, and price the work before proceeding.
FAQs
Common questions about Form 1040X
How far back can I amend a return?
Generally three years from the original filing date, or two years from the date you paid tax, whichever is later. For foreign tax credit carrybacks, the window can be up to 10 years in some cases.
Does filing a 1040X trigger an audit?
No — amending isn't automatically treated as a red flag. The IRS reviews amended returns but there's no data showing they're more likely to be audited than originals.
Can I amend to claim the FEIE or FTCs I missed?
Yes, as long as you're within the statute of limitations. FEIE elections made late may require specific regulatory relief (Rev. Proc. 92-85 or similar) — we'll confirm your eligibility up front.
Will this affect my UK tax position?
Potentially — if the US amendment changes numbers feeding into your UK Self-Assessment (e.g. credit for UK tax, treaty claims), we'll flag the ripple effects so your UK accountant can follow up.
Ready to get this filed?
Tell us your situation and we'll confirm scope, a fixed fee, and the documents we need — usually within one business day.