I need to amend my 2019 return after receiving Form K-1 late. I can get a refund if I amend. Do I need to mail a copy of Form K-1 with my 1040-X?

Forum|Forum|5 years ago
March 18, 2021
3 replies
18 views

No text available

TurboTax Self Employed Online

DavidD66

Level 15

Yes, if filing an amended return lowers your tax liability, you will get a refund. And yes, you will need to mail a copy of any new forms you enter. The program will advise you what you need to mail when you finish.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

aelfaAuthor

Level 2

OK. Instructions should be specific. I am done, and my instructions just say to send what changed--and gave me a huge packet including my prior 1040 with the K-1 information entered. It says nothing about sending (or not) original documents.

AnnetteB6

Level 15

The forms that printed with your amended return should be everything that you need to send. When you enter a K-1, it is not unusual that many forms in your original return may have been changed since all the information from the K-1 is transferred to other forms. That could explain the reason for the large packet of forms.

You do not necessarily have to send a copy of the K-1 with your amended return, but it does not hurt. Look closely at the packet of information that printed and you may find that there is already a K-1 being included. Either way, be sure to keep your original document with your records.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"