I am confused as to whether the IRS and state need copies of all my forms, or just the 1099 I got late.
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You need only attach the forms that support the changes that you've made to your tax return as reflected on the 1040-X. If you just received another W-2 or 1099 after you filed you tax return, then you would need to attach those forms.
Assemble any schedules and forms behind Form 1040X in order
of the “Attachment Sequence No.” shown in the upper right
corner of the schedule or form. If you have supporting
statements, arrange them in the same order as the schedules or
forms they support and attach them last. Do not attach a copy of
your original return, correspondence, or other items unless
required to do so.
Attach to the front of Form 1040X:
A copy of any Form W-2, Form W-2c, and Form 2439, Notice
to Shareholder of Undistributed Long-Term Capital Gains, that
support changes made on this return;
A copy of any Form W-2G, Certain Gambling Winnings, and
1099-R that support changes made on this return, but only if tax
was withheld; and
A copy of any Form 1042-S, Foreign Person's U.S. Source
Income Subject to Withholding; Form SSA-1042S, Social
Security Benefit Statement (Nonresident Aliens); Form
RRB-1042S, Payments by the Railroad Retirement Board
(Nonresident Aliens); and Form 8288-A, Statement of
Withholding on Dispositions by Foreign Persons of U.S. Real
Property Interests, that support changes made on this return.
Instructions for Form 1040X (Rev. December 2014) -11-Page 12 of 12 Fileid: … s/I1040X/201412/A/XML/Cycle10/source 8:04 - 10-Feb-2015
The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.
Attach to the back of Form 1040X any Form 8805, Foreign
Partner's Information Statement of Section 1446 Withholding
Tax, that supports changes made on this return.
If you owe tax, enclose (do not attach) your check or money
order in the envelope with your amended return.
You need only attach the forms that support the changes that you've made to your tax return as reflected on the 1040-X. If you just received another W-2 or 1099 after you filed you tax return, then you would need to attach those forms.
Assemble any schedules and forms behind Form 1040X in order
of the “Attachment Sequence No.” shown in the upper right
corner of the schedule or form. If you have supporting
statements, arrange them in the same order as the schedules or
forms they support and attach them last. Do not attach a copy of
your original return, correspondence, or other items unless
required to do so.
Attach to the front of Form 1040X:
A copy of any Form W-2, Form W-2c, and Form 2439, Notice
to Shareholder of Undistributed Long-Term Capital Gains, that
support changes made on this return;
A copy of any Form W-2G, Certain Gambling Winnings, and
1099-R that support changes made on this return, but only if tax
was withheld; and
A copy of any Form 1042-S, Foreign Person's U.S. Source
Income Subject to Withholding; Form SSA-1042S, Social
Security Benefit Statement (Nonresident Aliens); Form
RRB-1042S, Payments by the Railroad Retirement Board
(Nonresident Aliens); and Form 8288-A, Statement of
Withholding on Dispositions by Foreign Persons of U.S. Real
Property Interests, that support changes made on this return.
Instructions for Form 1040X (Rev. December 2014) -11-Page 12 of 12 Fileid: … s/I1040X/201412/A/XML/Cycle10/source 8:04 - 10-Feb-2015
The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.
Attach to the back of Form 1040X any Form 8805, Foreign
Partner's Information Statement of Section 1446 Withholding
Tax, that supports changes made on this return.
If you owe tax, enclose (do not attach) your check or money
order in the envelope with your amended return.
Where do I send my amended tax return papers.
I included my as dependent. That was the only change.
I filed 2019 tax as NR-EZ but want to amend it using 1040X because I should've filed 1040.
According to 1040X instructions: (1040X instructions)
Resident and nonresident aliens.
Use Form 1040-X to amend Form 1040NR or Form 1040NR-EZ. Also, use Form 1040-X if you should have filed Form 1040 (or, for years before 2018, Form 1040, 1040A, or 1040EZ) instead of Form 1040NR or 1040NR-EZ, or vice versa.
To amend Form 1040NR or 1040NR-EZ, or to file the correct return, do the following:
Enter your name, current address, and social security number (SSN) or individual taxpayer identification number (ITIN) on the front of Form 1040-X.
Don’t enter any other information on page 1. Also, don’t complete Parts I or II on page 2 of Form 1040-X.
Enter in Part III the reason why you are filing Form 1040-X.
Complete a new or corrected return (Form 1040, 1040-SR for amended 2019 and later returns, Form 1040NR, etc.).
Across the top of the new or corrected return, write "Amended."
Attach the new or corrected return to the back of Form 1040-X.
Question: In the new form 1040, I have my refund amount 'X'. But before, I owed IRS money and made a payment 'Y' online. I want to know how to record that payment in form 1040? cos I need to get X+Y now.
Can someone please clarify? thanks
Thanks .
See Form 1040X Line 16. That's where you will list Y.
Your refund X will depend on that Y and the other amounts.
Review Form 1040X carefully for accuracy before sending it in.
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