When filing amended tax returns, do I need to include copies of all 1099, W2, etc., or only the ones that are changed from the original filing?

[Anonymous]

once the return is processed and you get your refund, you'll need to make sure the actual refund is properly reflected on the amended return.  

[rjs]

You only attach the forms that changed or are added.

[amasondave]

Thanx for the reply. There was a hiccup that held up our 2018 return (misreported the amount of estimated tax paid). I've submitted the requested paperwork as per a letter I received. Would you recommend waiting until that situation's resolved and I've gotten my refund before submitting my 1040X?

[rjs]

Yes, you definitely should wait. Your original return is now being processed manually. You don't want to cause any confusion by filing an amended return before they finish processing your original return. You want to be sure that there are no changes to the original return before you file the amended return. You also want to be sure that the amended return correctly reflects the refund that you actually receive from the original return.

[amasondave]

The amount I'm owed on the 1040X seems to be the amount above and beyond the original refund. It also shows the refund amount from the original return. However, I'll wait until the situation with the original submission resolves itself before filing any additional paperwork. Thanx again for your help!