Amending instruction confusion - printed vs online help

[bottomfeeder151]

I totaly missed one of my W-2's, did not include the income on my original turbotax Federal and State efiles.

Not a problem, went back to turbotax and created an amended returns for Federal and State. The extra income and withholdinings created changes on 1040 and Ohio IT 1040 and on assorted credits and worksheets. The tax returns were accepted and I received my over payments via direct deposit. I now need to return money to both due to the tax due has increased, no problem, I know how to acomplish that.  When I printed out "things needed to file", Turbotax generated 1040X and amended state and federal returns Turbotax  also generated an instruction sheet that was not clear enough on what exactly of the 40 plus pages that were included in the printing needed to be submitted to the federal and state IRS. When I tried to decipher the instructions combined with the online FAQ's, It quickly burried my confidence on what was the correct thing to mail to the IRS. Can I efile the 2020 amended return?  Do I need to only mail the 1040X, do I need to mail the 1040 X with the amended copy of my 1040, do I need to include any schedules or original attachments that remained the same? For the state of Ohio, it says to include the amended copy of my federal 1040, do they need the 1040X, do they need all of the other federal schedules? Please help, Thanks!

[JotikaT2]

Yes, you can also electronically file the amended federal return.  Please see the link below for more details on how to do that.

E-filing your federal amended return

The IRS instructions for Form 1040X do not require you to submit your original Form 1040.  The only items they ask for are supporting copies of source documents that reflect a change on the tax return that you originally filed and resulted in the 1040X.  For example, a new W-2 form or a corrected W-2 Form.  You would also include copies of any forms that changed, like a new Schedule C if you updated your Self-Employment activity.

Tips for filing an amended return

[bottomfeeder151 · Accepted solution]

Do they want a "NEW" corrected 1040 attached behind the 1040-X as well?

Thanks for your help!

[CatinaT1 · Accepted solution]

If you mail this in, yes.