When I file my amended State return, do I need to send all forms that Turbo Tax prepared, or just the 1040-X?

[Spielme3]

I originally e-filed both Fed and State, and bot were fully accepted and processed. Turbo Tax won't e-file my amended State Return, so I'm trying to figure out how much of the return now needs to be mailed in. All of it, or just the From 1040-X?

[bluedeb · Accepted solution]

What State? Some States want the Federal Amended return and forms that have State taxes sent with the State amended return.

[Spielme3]

Massachusetts is the state tax I'm working on.

[Cynthiad66]

You only need to send the amended return and any supporting documents, if necessary.

For more information, use this link: How to Amend a Massachusetts Return 

@Spielme3

[Spielme3]

What constitutes "the amended return"? All pages? Just the 1040-X? 

[JulieS]

Yes, the amended return is Form 1040-X (two pages). If you have changed other forms, you should include them as well.

For example, you amended to add another W-2. W-2 goes on Form 1040, so there are no other forms to attach.

On the other hand, if you amended to add or change your 1099-B information, you would need to attach Form 8949 and Schedule D because they show your changes. 

If you are not sure what to attach, please respond back with details of what you changed on your tax return and we can help you again. 

[Spielme3]

Thanks for the helpful reply. I added income from a K1 form that came in after I had filed my taxes. It would be great if you can tell me what forms, other than the 1040-X I should submit to amend my MA State Taxes. Thanks!

[JohnW152 · Accepted solution]

You need to include all the schedules filed with your original return, and maybe more.

According to Filing an Amended Return in the 2022 Form 1 Instructions: 

If you need to change a line item on your return, complete a new return with the corrected information and fill in the Amended return oval. Your amended return must include all schedules filed with the original return even if there are no changes to the schedules. Mail your amended return to the same address used for original returns. Do not file Form ABT with your amended return. 

Additionally, according to the Massachusetts Department of Revenue's Amend a Massachusetts Individual or Business Tax Return page, if your amended state return results in a decrease in tax, you need to attach documentation that supports the change.

@Spielme3