What forms do I need to send for an amended tax return

[jacob_grey1]

Does it need to just be the 1040 X for federal and 540 X for state? Do I need to include all of my tax forms? Also the 1040 X and 540 X have "DO NOT FILE" and "FORM NOT FINAL" on them. Are these the right ones?

[IreneS · Accepted solution]

According to the 1040X instructions:

Attach any schedule or form relating to the change. For example, attach Schedule A (Form 1040) if you are amending Form 1040 to itemize deductions. If you are amending your return because you received another Form W-2, attach a copy of the new W-2. Do not attach items unless required to do so.

This includes any additional or corrected Forms W-2 you received after you filed your original return. For more information, see the 1040X instructions (link included above).

CA has similar requirements.  According to the  540X instructions :

If you are amending your federal AGI as the result of filing federal Form 1040X, attach a copy of the signed and dated federal Form 1040X (including all revised schedules) that you filed with the IRS.

I recommend you consult the instructions for other documents that may need to be attached related to your particular tax situation.

NOTE:

If you are amending a 2015 return, you'll have to wait a bit because the federal and CA forms are not yet final. 

The 1040X is expected to be final on February 11.  The CA 540X should be available January 29.

For current information on Federal forms availability, go to this link:  https://ttlc.intuit.com/questions/1908854-forms-availability-table-for-turbotax-federal-products-exc...

To check the availability of state forms, check here:  https://ttlc.intuit.com/questions/1908857-forms-availability-table-for-turbotax-state-except-busines...

If you are amending a previous year return, please see the instructions contained in this FAQ:  https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed

Please note that the amended returns will have to be mailed, since the IRS does not support electronic filing of amended returns.

[Carl]

It depends on what was changed on the amended return. Basically when done with the amending process and you print it, the program will print all forms that you are required to send. Pay attention to the instruction sheets that will print also. A physically separate instruction page will print for your federal return and your state return. The instruction sheet will tell you what additional documents you need to include in your mailing, as well as the address to mail it to. The instructions will ***NOT*** be the same for the federal return and the state return. So read both separately and pay special attention to the address you mail each return too. They are *not* the same.