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Make corrections

Find out how to make corrections after transmitting.

If a payer, recipient, or form you previously transmitted to the IRS has an error or incorrect information, you need to amend it and send the updated record to the IRS. This process is called making a correction.

Note: Importing corrections is not supported. All corrections must be done manually.

Correct a form

Learn how to correct forms after they have been transmitted to the IRS.

  1. Go to Forms on the side menu.
  2. Use the tabs and quick filters or search to find the form, then click the form's row.
  3. Click into the boxes to change the values. Then click Save.
  4. On the pop-up, click Mark as correction.
  5. If more forms need to be corrected, repeat steps 1-4 until all forms are marked as corrections.
  6. Go to Print on the side menu and click Create print files.
  7. Click Corrected and follow the steps in the article on printing to print the forms.
  8. Go to Transmit > IRIS Transmit on the side menu and click Create Transmittal.
  9. In the Federal forms section, select Corrected and follow the steps in the article on transmitting to transmit the forms to the IRS.

Correct a recipient's name or TIN

Learn how to correct a recipient's name or TIN after you have transmitted their forms to the IRS.

Note: If you need to correct both the recipient's name and TIN, scroll down and follow the steps in the section on correcting both.
  1. Go to Recipients on the side menu.
  2. Use the tabs and quick filters or search to find the recipient, then click the recipient's row.
  3. Click into the name or TIN field to edit it. Then click Save.
  4. On the pop-up, click Mark as correction.
  5. If more recipients need to be corrected, repeat steps 1-4 until all recipients are marked as corrections.
  6. Go to Print on the side menu and click Create print files.
  7. Click Corrected and follow the steps in the article on printing to print the forms.
  8. Go to Transmit > IRIS Transmit on the side menu and click Create transmittal.
  9. In the Federal forms section, select Corrected and follow the steps in the article on transmitting to transmit the forms to the IRS.

Correct a recipient's name and TIN

Learn how to correct both a recipient's name and TIN after you have transmitted their forms to the IRS.

  1. Go to Recipients on the side menu.
  2. Use the tabs and quick filters or search to find the recipient, then click the recipient's row.
  3. Select the recipient's form tabs and click into the boxes to clear all the values.
    The form tab and blank fields on the form are highlighted.
  4. Click Save and complete steps 4-9 in the section on correcting forms (above).
  5. Add a new recipient with the correct name and TIN. Then add new tax forms for them.
  6. Print and transmit the forms as originals.

Correct a payer

Learn how to correct a payer after you have transmitted their forms to the IRS.

  1. Edit the payer to correct their information.
  2. Send a letter to the IRS.
    The information to include in the letter and the mailing address are available in the Corrected Returns section of Publication 1220.