what forms to send with 1040-X

[alex400]

I'm doing 1040-X for the tax year 2024.The only changes are a couple of different number on W-2 (thus I have a W-2c). 

And yet, when TT prints the amended return to file by mail (too late for e-filing), it includes lots of forms which have not changed because of the amendment - e.g., Schedule B, Schedule D, etc. 

Is this correct?

[MonikaK1]

When mailing a TurboTax amended return (Form 1040-X) for a previous year, include the signed Form 1040-X, any new/updated schedules (e.g., Schedule A, B, C) that changed, and copies of any new tax forms (like W-2s or 1099s) that support the changes; however, you don't need to include the original return with the 1040-X. See this IRS webpage for more information.

To complete a Form 1040-X, you'll need the following information:

• a copy of the original tax return that's being amended
• W-2s
• schedules
• worksheets
• corrected information and calculations
• any forms needed to support corrections

See  this tax tips article for more information about filing an amended return with IRS. 

If the changes affect a state return, it should also be amended. See this TurboTax help article for more information.

[alex400]

I understand I need to send W-2c. What I don't understand is why TT includes lots of other forms into the "this is what you need to mail" PDF file.

Can you clarify?

[DavidD66]

When mailing an amended return, you only need to include the tax Forms & Schedules that changed, along with any supporting documentation or forms - like your W-2c.  So, obviously you need to include the 1040-X, Form 1040 & it's schedules that may have changed. If Schedule B or Schedule D didn't change, you don't need to include them.  That said, it's better to send a form that's not needed than to omit one that is.  They won't penalize you for sending a form that's not needed.