Do I have to sign the new 1040 as well as the amendment (1040X) or just the 1040X?
What does the IRS want, both 1040X and the corrected 1040 (as it IS a changed form now)? The IRS site is not clear.
Do not include your old 1040 nor your revised 1040 because the Form 1040X reflects any changes there and becomes your new tax return. This is key. In the Instructions for Assembling your amended return I can't find anything stated there that contradicts this interpretation.
Where in Turbo Tax can I find the 1040X form to complete in order to amend my 2016 tax return? I entered $14,000 less property tax paid on my 2016 return. Turbo tax stated that they check and guarantee that returns are correct so I do not understand why they did not discover that every year for more than 10 years now my property tax paid has been over $10,000 but in 2006 I incorrectly entered $4,527 but my return was still accepted and they nor the IRS discovered that amount was an understated figure. Note: I did not relocate of moved during the tax year.
You need to purchase 2016 TurboTax CD/Download to amend 2016 tax return with TurboTax.
Important to get a paper copy of your originally filed return before making any changes.
Yes. Any form that is changed due to the amended return must be sent to the IRS along with the 1040X.
Trying to find out the same information - this question appears to be asked a number of times, with different answers each time. Some say send in the 1040 because it has changed. Some say send in only 1040x and others say attach w2's, 1099's etc to the 1040x and send that in. Does anyone know for sure (or does anyone know what happens if you send in forms that they do not actually need)?
I totally agree with you proder74. Seems no one here can give us a definite answer to this question. I even checked the irs.gov website and it's just as vague as can be. What is going on here?!?!
Similar question - what form needs to be signed? I know the 1040X needs to be signed, but what about the 1040 that I believe needs to be included (since it changed and TTX printed it with my "print forms to file"). Does that get signed also?
Steve
I called the IRS today (3/10/2014). My situation: Added a W2, which changed my AGI. I asked about the updated form 1040. The IRS rep said no, do not include the updated 1040 with the 1040X.
Sorry. I was signed in, but "null" showed up in my response. Userid is jerboe.
These are the IRS instructions:
Assembling Your Return
Assemble any schedules and forms behind Form 1040X in order
of the “Attachment Sequence No.” shown in the upper right
corner of the schedule or form. If you have supporting
statements, arrange them in the same order as the schedules or
forms they support and attach them last. Do not attach
correspondence or other items unless required to do so,
including a copy of your original return.
Attach to the front of Form 1040X:
A copy of any Forms W-2, W-2c (a corrected Form W-2), and
2439 that support changes made on this return;
A copy of any Form W-2G and 1099-R that support changes
made on this return, but only if tax was withheld; and
A copy of any Forms 1042S, SSA-1042S, RRB-1042S, and
8288-A that support changes made on this return.
Attach to the back of Form 1040X any Form 8805 that
supports changes made on this return.
If you owe tax, enclose (do not attach) your check or money
order in the envelope with your amended return. See the
instructions for line 19, earlier
I still don't know what to do. My situation seems simple. I added more to an IRA and included an another 1099R that was misplaced. Simple adjustments that only affect a couple of forms. I was not going to send any schedules with my amended returns because the only changes are on the 1040 forms. I was only going to send the original 1040 and the 1040x. I cant see myself sending the all 62 pages to the feds and state. Whatcha think?
In my scientific humble opinion I think it is fine to just send the 1040x without the original 1040 as my 1040 was e filed and they already have that plus the 1040x is meant to replace the 1040. if you have any changed schedules those must be included or forms as well. depending on who you ask or what website you read it will tell you to attach original or revised 1040. irs instructions say attach original 1040. i think these rules may apply differently if you efiled the original 1040. i wish someone whos a tax expert gave a definitive answer that didnt use the words in general or sometimes. what a nightmare. i am for my federal sending the REVISED 1040 and the 1040x with w2 that was not on original e filing. and for my CA 540x im sending in my REVISED 540 and the 540x with all my w2s. turbo tax instructions only instruct you to send in the revised versions and do not state the need to send the original filings. this would make sense being they were already received. and the X is meant to replace all the originals. it might serve to confuse the geniuses if you send a lot of forms. makes sense that you should only have to send the revised forms with attached forms and schedules that were affected by the revisions given that they already received the original 1040 or 540 for state. where did you get your original 1040 or 540 CA from turbotax? i cant even find that to print my original again? hopes this helps somewhat. FOR THE LOVE OF GOD SOMEONE NOT TURBOTAX BUT A REAL CPA SAY SOMETHING!
When you sign into TurboTax you should see "Home Taxes Health Care Benefit Assist" across the top. Click on "Taxes" and you will see a list of all the tax years you have filed with the program. Click on the year you want, and on the right under "Some things you can do:" will be "Download/print return (PDF)". Click that link, then click the big Download button. You will have Federal and State returns with all of their schedules and forms, as well as all the worksheets that you don't see when you print your return at the end of the e-file process. You can print all or part of the pdf, or Save As to your computer or storage device.
I posted the following answer to your printing question but didn't do it as a Reply, so you probably didn't get notification: "When you sign into TurboTax you should see "Home Taxes Health Care Benefit Assist" across the top. Click on "Taxes" and you will see a list of all the tax years you have filed with the program. Click on the year you want, and on the right under "Some things you can do:" will be "Download/print return (PDF)". Click that link, then click the big Download button. You will have Federal and State returns with all of their schedules and forms, as well as all the worksheets that you don't see when you print your return at the end of the e-file process. You can print all or part of the pdf, or Save As to your computer or storage device."
Hope that helps!
TurboTax Instructions only tell you to mail the 1040x. but this is another bug in their horrible software. BEWARE!
I READ SOMEWHERE ELSE ONLINE THAT YOU CAN JUST SEND THE 1040X WITH ATTACHED SCHEDULES AND FORMS. NO NEED FOR ORIGINAL BECAUSE THEY ALREADY RECEIVED IT? TOTALLY CONFUSED. FOR CA STATE YOU SUPPOSED TO ATTACH THE FORMS AND SCHEDULES ON THE FRONT PER TT INSTRUCTIONS AND FOR FEDERAL INSTRUCTIONS ATTACH TO THE BACK IN SEQUENCE? WTF?! I BET IN THE END IT DOESNT MATTER AS LONG AS YOU SEND THE 1040X WITH ATTACHED FORMS AND SCHEDULES (THAT CHANGED OR CAUSED THE NEED TO AMMEND). NOT SENDING ORIGINAL WILL JUST MAKE THEM FIND IT. TT DOESNT EVEN PRINT OUT THE ORIGINALS IT PRINTS OUT YOUR NEWLY REVISED 1040 WHICH IS CONFUSING BECAUSE IT SHOWS YOUR PAYING THE ENTIRE TAX WHERE AS THE X SHOWS THE CHANGE. THE ORIGINAL SHOWS THE WRONG INFO, THE REVISED SHOWS THE RIGHT INFO AND THE X SHOWS THE DIFFERENCE. TT GENERATES ONLY THE X AND THE REVISED 1040 AND THEN TELLS YOU TO ONLY MAIL THE X WITH CHANGED SCHEDULES.
This is ambiguous. The mailing instruction says to send the 1040X and supporting forms, It does not specifically say to send the copy of the 1040 which has been redone to reflect the changes shown on the 1040X.
The tt instructions say nothing about sending it. However tax professionals and irs both instruct to send. It is ambiguous.
Send the 1040X and any form that changed due to the amendment...that usually includes the new 1040.
I did not include the original 1040 or filled out a new one; I just did the 1040x with other documents and IRS accepted. It makes sense to not include the original or fill out a new 1040 since the 1040x is showing only the changes and IRS already accepted and have the original 1040 on file. It is redundant and could lead to more confusion filling out a new 1040 or sending the old one in with the 1040x. This is my experience. I am sure you could do both but it may cause an issue. A lot of confusion on this, I think because you can do both.