☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Nov 25, 2020 12:56:13 PM

I am filing an amended return and need to know what supporting documents are necessary.

Added carryover capital loss from prior year (resulted in reduced AGI)

Increased itemized deduction (due to reduction of AGI

Corrected improperly reported capital gains (moved from short term to long term)

In addition to the 1040X, I was planning to include and the 1099-B, Schedule D, Schedule A, Capital Loss Carryover Worksheet, Capital Loss Carryforward Worksheet .

Will that cover my Federal amended return?  

Also when I amend the state return, should I include the supporting documents from my Federal amended return?  The reduction in AGI drove all of the changes in the amended state return.

0 1 144
1 Replies
Level 15
Nov 25, 2020 3:44:45 PM

Worksheets are not filed but kept for your records. Include along with your amended return any actual form that changed. That would include your 1040 as well as the forms (not worksheets) you mentioned. Different states have their own rules as to what you include with an amended return. A Google search would probably tell you what your state requires.