I had to amend my 2021 tax return. When I mail in the form 1040-v payment voucher with my check do I also have to send a copy of the amended return or just the voucher?

[LindaS5247]

Yes you are correct, in not including the penalty.

And yes, that is what it is supposed to do when you amend your return.  TurboTax will use that return to complete your amended tax return.

[Bestvalue888]

Thank you! I also noticed Line 18 has a number for “overpayment”. What is that ? I have tax owe that I paid in 2021 and no refund received at all so not sure how this is calculated. ? Can you explain? Thanks.

[Bestvalue888]

I am confused on Line 18 on 1040X. I didn’t have a refund on my original return when I first create the “Amended tax”, the tax monitoring indicator has negative ( -$443 ) under Federal and $0 under State. Is this error if the negative $443 showing? Or is it the penalty or interest adding automatically in Turbo tax based on the date I file 1040X? I know I owe more tax since my change is adding 1099-B capital gain. Thanks. 

[RobertB4444]

The refund indicator isn't as accurate with the amended return til you have completed the entire thing.  Go ahead and enter everything and then look at the forms carefully before you file.

@Bestvalue888 

[Bestvalue888]

Yes I did.

After I entered everything, Line 18 shows the $400 which this line is supposed to be “overpayment” if I have refund on the original return, right? but I don’t have any refund. My original return I had to pay tax of $8000 so I was wondering why there is even a number in Line 18. So I removed all my updates to see what I started with before I entered changes, and realized the indicator shows this “$440” in RED while the State show $0. Then since Line 18 shows $400, that makes Line 19 short of $400.  Line 19 is supposed to be the payment I had paid (including the check I cut $8000 in the original return).  I don’t know where this $400 coming from since I don’t have any refund in the original submission. 

[AliciaP1]

It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions: 

In TurboTax Online, go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 

In TurboTax CD/Download versions, go to the black panel on the top of your screen and select Online. 

1. Scroll down to and select Send tax file to Agent. 
2. You will see a message explaining what the diagnostic copy is.  Click send through this screen and then you will get a Token number. 

Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.   

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@Bestvalue888 

[Bestvalue888]

Hi, I had the amended return paperwork completed for 2021 adding a 1099-B capital gain I forgot to report. Do I need to send in the 1099-B form from the brokerage received? I entered each transaction separately so i don’t think I need to but just checking to be sure. Thanks!!

[KrisD15]

No for the 1099-B however you should get Form 8949 and Schedule D with the 1040X. 

If mailing, include those forms.

If efiling, those forms will be included with the transmitted 1040X. 

[Bestvalue888]

Yes great. Turbo tax in fact gave me all the forms including the 2 you mentioned. I am send all forms generated (even the forms didn’t have changes, like Schedule A). Am I doing this correctly? Thanks!

[MarilynG1]

In your case, if you are mailing your Amended return, send in Form 1040X, Schedule D, and Form 8949, along with any payment due. 

Do not include a copy of your original return with your Form 1040-X.  You include with Form 1040-X any form or schedule that has changed from the original form or schedule.  Form 1040-X is placed on top and the forms and schedules that you need to include are placed behind Form 1040-X.  The order is based on the number in the upper right hand corner of each form or schedule.  

According to the IRS, 

When filing an amended or corrected return:

• Include copies of any forms and/or schedules that you're changing or didn't include with your original return.
• To avoid delays, file Form 1040-X only after you've filed your original return. Generally, for a credit or refund, you must file Form 1040-X within 3 years after the date you timely filed your original return or within 2 years after the date you paid the tax, whichever is later.
• Allow the IRS up to 16 weeks to process the amended return.

Here is a link from which the above information was obtained:

Amended Returns and Form 1040-X

@Bestvalue888 

[Bestvalue888]

But Turbo tax gave me the whole thing and some forms also changed due to the income changes ( not just the Schedule D and 8949) so I felt like I should mail in all the forms that is generated. No? 

[Bestvalue888]

I noticed the form 8995 also changed to 8995 -A. Will that hurt if I just sent in all forms generated by Turbo Tax so i don’t miss any I should have included? Thanks. 

[Bestvalue888]

Ho Marilyn, 

I just read your response again. So I have to compare which forms had changed and only send the forms that are changed compared to originals? like I have 8995 before but now I have 8995-A. So I will just include that, right? Any form that has no change, i don’t need yo include?  

What about for CA return that do I also just make a copy of what I sent to Federal (updated forms), and not the whole corrected Federal return? The instruction for the CA says to attach “a copy of your Federal return”, so I assume is the whole corrected Federal return which includes ALL forms, not just the updated forms. Am I right? 

Do not include a copy of your original return with your Form 1040-X.  You include with Form 1040-X any form or schedule that has changed from the original form or schedule.  Form 1040-X is placed on top and the forms and schedules that you need to include are placed behind Form 1040-X.  The order is based on the number in the upper right hand corner of each form or schedule.  

[RobertB4444]

You are correct.  You are only going to include the forms and schedules that have changed attached to the 1040X (that almost certainly includes the 1040 so you will include that as well).  

If you are amending your California return you will mail in your amended California and attach a copy of exactly what you mailed in for the federal return.

@Bestvalue888 

[Bestvalue888]

Awesome . Thank you so much for the advice. Greatly appreciated!