Do I need to send my 1098 along with my 1040X?

[jabogosian]

I've already filed and received my return for both Federal and State. I received a 1098 mortgage interest statement in the mail after I filed already so I filled out a 1040X amended form for that new 1098.  In addition, I realized I did not deduct my School Taxes on the original submission so I added that to the 1040X as well.  I know I need to mail in the 1040X for the Federal return, but do I need to also send the 1098 and my school property tax bill?

[MargaretL · Accepted solution]

No, you do not need to send 1098 form with the amendment, nor the school property tax bill.  Only forms with federal withholdings are mailed with federal amendments (or the original return is it is mailed) and only forms with state withholding is sent to state.