Amend 2020 Tax Return - What forms to mail?

[chamal]

I had to amend 2020 Tax return to add a 1099-R Excess Contribution withdrawal. I am using turbo tax desktop. The print return to mail has all the forms (30-40 pages). Is the IRS expecting the complete stack?

What forms do I need to mail?

Thanks

[PattiF]

The forms that need to be included with the amended return mailing are any forms that were changed as a result of the amendment.

[fanfare]

Do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return.

Include any new/corrected document only if it shows federal tax withheld, and include in order only those Sequence Numbered tax forms and Schedules that changed or were added due to your amendment.
Attachment Sequence Number is on all the forms and Schedules that come after 1040.

[chamal]

Is there a way in Turn Tax to determine which forms changed? It gives me option to print and mail. Which is all of the documents.

Thanks

[fanfare]

@chamal 

Unfortunately no,

You have to do that by visual inspection.

Based on what you said, probably nothing has changed except your AGI and tax.

Your clear and precise explanation in 1040-X Part III should satisfy the IRS.

Include a copy of the 1099-R even if it did not show any withholding.