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vhufman
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What forms do I send with 1040x

 
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3 Replies

What forms do I send with 1040x

According to the 1040X instructions:

Attach any schedule or form relating to the changeFor 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).

vhufman52
New Member

What forms do I send with 1040x

The only change on the 1040x is deducting a Roth IRA gain that was originally entered in error as a conversion and taxed. So, I only need to send the 1040x and the revised 1040 as there are no schedules I see for this? Do I send the 1099? And what about for the state?

What forms do I send with 1040x

You do not send the Form 1040 as the changes would already be reflected on the Form 1040X.  A copy of the Form 1099-R can be included.
The state return would only be amended if the federal income was changed and this change would be also reflected on the state tax return.
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