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I am filing an amended return, federal and state, what documents need to accompany it. For example w-2, 1099? Since they were included with the original return,

 
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Level 14

I am filing an amended return, federal and state, what documents need to accompany it. For example w-2, 1099? Since they were included with the original return,

Mail the 1040X with any documents related to the changes you made.  For example, if you just received another W-2 or 1099 after you filed your tax return, then you would need to attach those forms (to the front of the 1040X).  Do not include anything that was included with the original return.

If you owe tax, enclose (do not attach) your check or money order in the envelope with your amended return. 

Do not attach a copy of your original return, correspondence, or other items unless required to do so. 


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Level 14

I am filing an amended return, federal and state, what documents need to accompany it. For example w-2, 1099? Since they were included with the original return,

Mail the 1040X with any documents related to the changes you made.  For example, if you just received another W-2 or 1099 after you filed your tax return, then you would need to attach those forms (to the front of the 1040X).  Do not include anything that was included with the original return.

If you owe tax, enclose (do not attach) your check or money order in the envelope with your amended return. 

Do not attach a copy of your original return, correspondence, or other items unless required to do so. 


**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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New Member

I am filing an amended return, federal and state, what documents need to accompany it. For example w-2, 1099? Since they were included with the original return,

Does this apply to my State amendment also?  The "File by Mail Instructions" for my state return say "Attach forms W-2, W-2G, 1099-R or 1099-Misc to your return".