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yoonah-yo
New Member

What documents do I need to send when I amend 2017 Tax return?

So, I had to amend my tax return because I received corrected two Form 1098 and a Form 1099B after I filed. My question is, do I need to send out copy of corrected and original 1098 forms and 1099B? I checked the 1040X instruction and it said I need to send all supportive documents as well.

1 Reply
fanfare
Level 15

What documents do I need to send when I amend 2017 Tax return?

How to file:

Do not include your old 1040 nor your revised 1040 because the Form 1040X reflects any changes there and becomes your new tax return.

Include any new/corrected documents only if they show federal tax withheld, and include only those Sequence Numbered tax forms that changed or were added due to your amendment. 

Attachment Sequence Number is on all the forms that come after 1040.

Mail to the address shown for your location in the Instructions for Form 1040X.

In your case, assuming the 1098 is for PMI, all you need is Form 1040X and Schedule A. Schedule D and the updated Form 8949, if any, for a 1099-B.

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