Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Mar 3, 2025 9:25:31 AM

Which documents/forms should be mailed to amend the error on 1099-Q?

My 2022 tax return has an error on the taxed 1099-Q. (All 529 expenses were used on college education expenses, room and board.)  I am amending it from my 2022 Turbo tax desktop.  In the very last step, it does not have an e-File option, it asked me: 
 
"What forms would you like to generate?" for mail printing.  It has one option of 2022 Federal Tax Return which includes Form 1040X, Form 1040 and other Schedules and Forms.  I can unclick "2022 Federal Tax Return" and then choose any one of the forms from the list.   Should I choose only Form 1040X or all the forms listed in 2022 Federal Tax Return?
 
 
 
 

0 1 1288
1 Replies
Expert Alumni
Mar 4, 2025 7:27:55 AM

To amend the return, you will need the 1040X and any forms related to any changes you made.  For example, if you are changing education expenses, you must include Schedule 3 and Form 8863.