Amended return - Do I sight BOTH the 1040X and the 1040 that is generated?

Forum|Forum|4 years ago
April 12, 2022
2 replies
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When I print out the amended return form for 2020, there is the amended form and a copy of the incorrect 1040 that has a signature page too. Should I sign and date only the amended form 1040X? Or both the amended form and the 1040? TurboTax requires me to mail the form. I cannot submit electronically for either Federal or NYS.

fanfare

Level 15

@Gaypana

Do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return.

Include any new/corrected document only if it shows federal tax withheld, and include in order only those Sequence Numbered tax forms and Schedules that changed or were added due to your amendment.

GaypanaAuthor

Level 2

Hi @fanfare and @DoninGA . I hear you both! BUT, I am confused because in TurboTax, when I print the Amended forms to mail, the Federal section includes Form 1040. Below is what it prints.

Instructions say: " What you need to mail: Your amended tax return - Form 1040-X. Remember to sign and date the return. Be sure to attach all forms or schedules that changed to your amended return. "

BUT you say to only mail the first 2 pages. - Right?

Form 1040X - 2 pages
Form 1040 - 2 pages
Schedule A: Itemized Deductions - 1 page
Schedule B: Capital Gains and Losses - 1 page. This where my change occurred ad this has the new info
Form 8949: Capital Gains and Losses (Copy 1) and (Copy 2) - Copy 2 is the impacted one, reflecting the new amounts.
Form 8283: Noncash Charitable Contributions
Schedule 1: State and Local Income Tax Refund Worksheet
Electronic Postmark from when I originally filed 5/1/2021
Additional information Schedule B: Interest and Dividends

For my amended NY State return, the instructions say: "Simply mail in the forms that printed with your amended tax return." And, that includes both IT-201X and IT-201 and some other things. - BUT That seems clear that I should mail everything that printed. - So I wondered, do I sign both IT-201X and IT-201.

I guess if I send too much, and sign every possible "Your signature" space, no real harm done?

Why is THIS the hardest part for me?!! LOL