What forms do I send with 1040x

Forum|Forum|7 years ago
June 5, 2019
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DoninGA

Level 15

According to the 1040X instructions:

Attach any schedule or form relating to the change. For example, attach Schedule A (Form 1040) if you are amending Form 1040 to itemize deductions. If you are amending your return because you received another Form W-2, attach a copy of the new W-2. Do not attach items unless required to do so.

This includes any additional or corrected Forms W-2 you received after you filed your original return. For more information, see the 1040X instructions (link included above).

vhufman52Author

Level 2

The only change on the 1040x is deducting a Roth IRA gain that was originally entered in error as a conversion and taxed. So, I only need to send the 1040x and the revised 1040 as there are no schedules I see for this? Do I send the 1099? And what about for the state?