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Returning Member
posted Oct 20, 2021 11:08:44 AM

which 1040X form to use for amending 2015 and 2016 tax return?

Do I have to use the 1040 X form for each specific year? The 2015 1040x and 2016 1040X? 

 

Or, I should use the most recent 1040x for any prior year amendment?

0 6 1260
6 Replies
Level 15
Oct 20, 2021 11:12:55 AM

Why are you amending those tax years?    It is far too late to get any additional refund for those years.   Do you have some other reason that makes you think you need to amend for those years?

Returning Member
Oct 20, 2021 11:23:27 AM

I forgot to include the "non-deductible IRA" contributions for tax year 2015 and 2016 on my 2015 and 2016 tax returns. I mailed the corrected 8606 forms to IRS last year to reflect the correct contributions. However, IRS just sent me a letter asking me to submit 1040X for those two years. Honestly, I don't understand why I have to filll out the 1040x forms. As the non-dedutible IRS contribution does not show on 1040x at all. 

Returning Member
Oct 20, 2021 11:37:51 AM

In addition, I am wondering if I need to fill out 1040X form on all "Original Amount" if there is no number change at all.  I only need to include the missed non-deductible IRA amount which is not shown in the 1040x at all

Level 15
Oct 20, 2021 12:12:55 PM

there are legitimate reasons 2015 and 2016 can be amended. for example carryback of an NOL from 2018,2019,2020 or section 1256 carryback.

then there are cases where amendment is not valid.  say you forgot some medical expenses. 

Level 15
Oct 20, 2021 1:03:46 PM

First the 1040X is a generic form where you enter the tax year at the top ...   https://www.irs.gov/pub/irs-pdf/f1040x.pdf

 

And you will fill in only columns A & C with the same amounts and leave column B blank.  Then put the reason for filing it on page 2  along with a signature and attach the form 8606 to it ... mail each tax year separately. 

 

Returning Member
Oct 26, 2021 11:33:27 AM

Thanks! Since there is absolutely no number changes on the 1040x form (as none of the non-deductible IRA contribution information would be refleted on the 1040 form), do I still need to fill out column A and C? I see no point of fillling out clumn A and C to be completely identical.  Can I just leave entire column A, B, C blank and  only fill out personal information section and the "explanation of changes" section?