Need Help With an Amendment?

Please complete the questions below so we can assess your situation and get you the support you need. A team member will follow up with next steps.

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Amendment Questions

What tax year(s) are you needing help with? *

2024
2023
2022
2021
2020
2019
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Reason for Amendment? *

(Check all that apply)

Missed income
Forgot to claim a dependent
Missed credit or deduction
Correct filing status
IRS sent a notice
Other (describe below)
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Did WealthCrest prepare the original return? *

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Do you have a copy of the original return? *

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Upload Orginal Return *

Have you received any communication from the IRS or state tax agency? *

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What type of notice or message did you receive? *

Refund delay
Identity verification request
Error correction request
Unsure
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Upload IRS/State Letter

Have you already completed any ID verification steps? *

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Please Upload Transcript for Year in Question *

Corrected or updated income documents (W-2, 1099s, etc.)

New dependent info (name, SSN, birth certificate or proof of support if required)

Documentation for credits or deductions (receipts, statements, etc.)

Additional comments or details we should know

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