Solved: Which forms need to be attached to 1040X
cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

Which forms need to be attached to 1040X

When I file my 2016 tax return, I entered wrong payment date for fourth quarter of 2016 for California estimated tax. I paid it at Dec 2016, but entered wrong date as Dec 2017 so I didn’t receive that tax deduction from the Federal Tax in 2016. Now I amended the 2016 tax file and corrected the date by using the Turbotax. I selected "All official forms required for filling" and It printed 1040X and all other forms ( include Schedule A, B, D, forms 8949 and all state forms ) with total of 176 pages ( the original 1040 tax file was 169 pages ).

Do I need to mail the whole package (176 pages) to IRS or should I only mail the 1040X? Any other forms need to be attached to 1040X?


1 Best answer

Accepted Solutions
Highlighted
Level 5

Which forms need to be attached to 1040X

You should only mail IRS Form 1040X and the supporting schedule(s) that have changed. Based on what you described, it seems like Schedule A (Form 1040) would have changed. You should also ensure you complete IRS Form 1040X Part III—Explanation of Changes.

Per IRS Instructions for Form 1040X, page 14:

"Part III—Explanation of Changes

The IRS needs to know why you are filing Form 1040X. For example, you:

  • Received another Form W-2 after you filed your return,
  • Forgot to claim the child tax credit,
  • Changed your filing status from qualifying widow(er) to head of household, or
  • Are carrying an unused NOL or credit to an earlier year,
  • Are claiming a tax benefit from recently enacted legislation for disaster relief.

Assembling Your Return

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. Don’t 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, or 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, or 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); or Form 8288-A, Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests, that support changes made on this return.

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 and you don’t want to pay electronically, enclose (don’t attach) your check or money order in the envelope with your amended return. See the instructions for line 20, earlier."

Furthermore, TurboTax begins calculating amended tax refund(s) or taxes owed based on the assumption you already received the refund(s) you originally filed for or paid taxes owed. Thus, if you don't actually receive the original refund(s) you filed for or need to adjust the amount(s), please keep that in mind when you amend your tax return(s). Please review the following link(s) and the link(s) embedded on the webpage(s) for more information:

View solution in original post

3 Replies
Highlighted
Level 5

Which forms need to be attached to 1040X

You should only mail IRS Form 1040X and the supporting schedule(s) that have changed. Based on what you described, it seems like Schedule A (Form 1040) would have changed. You should also ensure you complete IRS Form 1040X Part III—Explanation of Changes.

Per IRS Instructions for Form 1040X, page 14:

"Part III—Explanation of Changes

The IRS needs to know why you are filing Form 1040X. For example, you:

  • Received another Form W-2 after you filed your return,
  • Forgot to claim the child tax credit,
  • Changed your filing status from qualifying widow(er) to head of household, or
  • Are carrying an unused NOL or credit to an earlier year,
  • Are claiming a tax benefit from recently enacted legislation for disaster relief.

Assembling Your Return

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. Don’t 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, or 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, or 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); or Form 8288-A, Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests, that support changes made on this return.

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 and you don’t want to pay electronically, enclose (don’t attach) your check or money order in the envelope with your amended return. See the instructions for line 20, earlier."

Furthermore, TurboTax begins calculating amended tax refund(s) or taxes owed based on the assumption you already received the refund(s) you originally filed for or paid taxes owed. Thus, if you don't actually receive the original refund(s) you filed for or need to adjust the amount(s), please keep that in mind when you amend your tax return(s). Please review the following link(s) and the link(s) embedded on the webpage(s) for more information:

View solution in original post

Highlighted
Returning Member

Which forms need to be attached to 1040X

which form do i need for a 1040x

Highlighted
Expert Alumni

Which forms need to be attached to 1040X

When you are mailing in your amended form 1040X, you need to include any tax forms you used for the amendment, and it is best practice to mail in a copy of the original 1040 (if you have one). 

 

If you have a balance due, you should also include payment with the 1040X. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Privacy Settings