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terry99
New Member

W-2s needed with a 1040X Amended Return? (Original TurboTax filing was electronic, so no W-2s were included.)

Of course, you don't include actual W-2s with a TurboTax electronic filing, but the amended return requires a paper filing... does the IRS expect you to send W-2s this time, even if they are not germane to the error for which you are correcting the return?

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JohnW15
Intuit Alumni

W-2s needed with a 1040X Amended Return? (Original TurboTax filing was electronic, so no W-2s were included.)

No, you don't need to attach any W-2s to your amended return, unless they support the changes you made to the return. 

The IRS gives instructions for what to attach to your amended return in Assembling Your Return in Instructions for Form 1040X:

"Don’t attach a copy of your original return, correspondence, or other items unless required to do so.

Attach to the front of Form 1040X:

  • A copy of any Form W-2, Form W-2c, or Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains, that support changes made on this return;
  • A copy of any Form W-2G, Certain Gambling Winnings, or Form 1099-R that support changes made on this return, but only if tax was withheld; and
  • A copy of any Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding; Form SSA-1042S, Social Security Benefit Statement (Nonresident Aliens); Form RRB-1042S, Payments by the Railroad Retirement Board (Nonresident Aliens); or Form 8288-A, Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests, that support changes made on this return.

Attach to the back of Form 1040X any Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax, that supports changes made on this return."

[Edited 3|17|2020 10:04 am]

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JohnW15
Intuit Alumni

W-2s needed with a 1040X Amended Return? (Original TurboTax filing was electronic, so no W-2s were included.)

No, you don't need to attach any W-2s to your amended return, unless they support the changes you made to the return. 

The IRS gives instructions for what to attach to your amended return in Assembling Your Return in Instructions for Form 1040X:

"Don’t attach a copy of your original return, correspondence, or other items unless required to do so.

Attach to the front of Form 1040X:

  • A copy of any Form W-2, Form W-2c, or Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains, that support changes made on this return;
  • A copy of any Form W-2G, Certain Gambling Winnings, or Form 1099-R that support changes made on this return, but only if tax was withheld; and
  • A copy of any Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding; Form SSA-1042S, Social Security Benefit Statement (Nonresident Aliens); Form RRB-1042S, Payments by the Railroad Retirement Board (Nonresident Aliens); or Form 8288-A, Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests, that support changes made on this return.

Attach to the back of Form 1040X any Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax, that supports changes made on this return."

[Edited 3|17|2020 10:04 am]

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