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Level 6

Solved

Amended Return & Forms

Forum|Forum|7 years ago
June 3, 2019
1 reply
1 view

Hi, do I have to include any schedules for forms with an amended return. I just completed an amended return for my sister. She didn't claim her daughter's college expenses and also there was an error on form 2441 (Child Care) that was corrected. Thanks

Best answer by rjs

You have to include any forms or schedules that have changed from the original return, or are added. So you would have to include at least Form 8863 for the education credit and the corrected Form 2441 for child care. If any other forms or schedules change, include those as well.

An amended return has to be filed on a special form, Form 1040X. It cannot be e-filed. You have to print it, your sister has to sign it, and you have to file it by mail. It takes the IRS up to 16 weeks to process an amended return.

Don't file the amended return until your sister's original return has been accepted and she has received the original refund.

Answer

Level 15

You have to include any forms or schedules that have changed from the original return, or are added. So you would have to include at least Form 8863 for the education credit and the corrected Form 2441 for child care. If any other forms or schedules change, include those as well.

An amended return has to be filed on a special form, Form 1040X. It cannot be e-filed. You have to print it, your sister has to sign it, and you have to file it by mail. It takes the IRS up to 16 weeks to process an amended return.

Don't file the amended return until your sister's original return has been accepted and she has received the original refund.

fasteddie577Author

Level 6

Thank you very much. This really helps.