turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

filing a 1040x for amended 8606.

I entered an error in 2020 (covid year) on my 8606. I filed an amended 8606 (stand alone form, per the form on the bottom, was the only form required to update and be mailed in). IRS is asking for a 1040x. (no changes to the original return). When I mail in the 1040X, what all additional forms should be included with the 1040x? I have about 45 pages with all the schedules

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

filing a 1040x for amended 8606.

The proper way to file Form 8606 is attached to Form 1040-X.
Form 8606 can be mailed by itself only when you are otherwise not required to file a tax return.

How to file:
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.
If any forms specify an attachment, put all those attachments at the end in the same order as the forms they go with.
---
Mail to the address shown for your location in the most recent Instructions for Form 1040-X.

---

Note: when you are not changing any dollar amounts on your amended tax return, you can leave all the lines 1-23 EMPTY.
Probably this is the case here, since you tried sending it alone.

@OKevinP 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question