What forms to send with 1040-X of tax year 2024 due to previously omitted1099-R without changing tax

[henrysf]

I just realized that for I forgot to include 1099-R for my 2024 federal tax return, and I have created a 1040-X through Turbotax Desktop 2024.  That 1099-R is for In-Plan Roth Rollover (with after tax money from my paychecks), and the amount is not taxable.  So, there is no change to tax at all.  I also believer there is no need to file an amended California state tax return.  I did some research, and it seems that I only need to send 1099-R along with my signed 1040-X and 1040 (line 5a and 5b have been updated) to IRS in mail (e-file was already closed for 2024).  Is that right?  Worksheets for 1099-R are for my record only, so there is no need to send them to IRS.

[ReneV4 · Accepted solution]

You are correct. You do not need to file an amended California return if there was no change to your state tax liability or refund. 

You are also correct that you do not need to send Worksheets to the IRS. 

Here is what you will need to mail as part of your amendment:

1. Form 1040-X, signed and dated
2. Form 1040, pages 1 & 2, showing the updated Lines 5a and 5b, with "Amended" written at the top
3. Form 1099-R

Send the above via certified mail since this is your proof that you filed the correction.