Amending a Return in Special Circumstances
You may want to consult a tax professional when amending your tax return in the following situations:
- Divorce: You are amending a joint tax return when you and your spouse are now divorced.
- Ponzi scheme: You were a victim of a Ponzi scheme. A Ponzi scheme is an illegal investment arrangement that pays fraudulent returns to investors from their own money or that paid by other investors (as opposed to actual profits).
- Protective claims: You are protecting your right to a potential refund in the future (filing a protective claim).