Do I need to send the adjusted 1040 form with my 1040X amended form?

Forum|Forum|7 years ago
June 7, 2019
11 replies
386 views

I originally e-filed my 1040, but did a 1040X amendment. In the PDF, I got the 1040X and a new 1040 with the correct new numbers - do I need to send this to the IRS with to 1040X.

theresastephens5

Level 2

Do I have to sign the new 1040 as well as the amendment (1040X) or just the 1040X?

Bsch4477

Level 15

Probably just the 1040X but no harm in signing both.

JudyB

Level 2

Don't confuse the IRS. Just send in the 1040X.

coloradormh

Level 2

What does the IRS want, both 1040X and the corrected 1040 (as it IS a changed form now)? The IRS site is not clear.

fanfare

Level 15

Do not include your old 1040 nor your revised 1040 because the Form 1040X reflects any changes there and becomes your new tax return. This is key. In the Instructions for Assembling your amended return I can't find anything stated there that contradicts this interpretation.

Tsukaska

Level 2

False. The 1040X does not become your new tax return. It lists the changes between your old and new tax return. https://www.irs.gov/faqs/irs-procedures/amended-returns-form-1040x/amended-returns-form-1040x

The IRS states, "Include copies of any forms and/or schedules that you're changing or didn't include with your original return." If you look at the words next to your newly created 1040, you'll notice the word "form", i.e., "form 1040". The whole purpose for submitting a 1040X is because you changed your form 1040.

In short, include your newly prepared return with the 1040X.

Critter-3

Level 15

After 28 years in the business (and my partners in the business 50+ years) AND having taught the H&R Block income tax courses and in all those years the new 1040 has NEVER been sent with the 1040X ... the new 1040 is populated only to be used by the taxpayer to confirm that all changes were made properly and reflected on the 1040X. Note the 1040 & 1040X do not have "attachment sequence numbers" since they are the primary form that everything is attached to. See the IRS instructions:

Assembling Your Return https://www.irs.gov/pub/irs-pdf/i1040x.pdf
Assemble any schedules and forms behind Form 1040-X in the
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.

NOW that said ... if you do include the new 1040 (aside from giving the input operator a chuckle) it will not hurt to do so.

Jay-Are

Level 2

Where in Turbo Tax can I find the 1040X form to complete in order to amend my 2016 tax return? I entered $14,000 less property tax paid on my 2016 return. Turbo tax stated that they check and guarantee that returns are correct so I do not understand why they did not discover that every year for more than 10 years now my property tax paid has been over $10,000 but in 2006 I incorrectly entered $4,527 but my return was still accepted and they nor the IRS discovered that amount was an understated figure. Note: I did not relocate of moved during the tax year.

fanfare

Level 15

You need to purchase 2016 TurboTax CD/Download to amend 2016 tax return with TurboTax.
Important to get a paper copy of your originally filed return before making any changes.

Bsch4477

Level 15

Yes. Any form that is changed due to the amended return must be sent to the IRS along with the 1040X.

proder74

Level 2

Trying to find out the same information - this question appears to be asked a number of times, with different answers each time. Some say send in the 1040 because it has changed. Some say send in only 1040x and others say attach w2's, 1099's etc to the 1040x and send that in. Does anyone know for sure (or does anyone know what happens if you send in forms that they do not actually need)?

AXLROSE1

Level 2

TurboTax Instructions only tell you to mail the 1040x. but this is another bug in their horrible software. BEWARE!

AXLROSE1

Level 2

I READ SOMEWHERE ELSE ONLINE THAT YOU CAN JUST SEND THE 1040X WITH ATTACHED SCHEDULES AND FORMS. NO NEED FOR ORIGINAL BECAUSE THEY ALREADY RECEIVED IT? TOTALLY CONFUSED. FOR CA STATE YOU SUPPOSED TO ATTACH THE FORMS AND SCHEDULES ON THE FRONT PER TT INSTRUCTIONS AND FOR FEDERAL INSTRUCTIONS ATTACH TO THE BACK IN SEQUENCE? WTF?! I BET IN THE END IT DOESNT MATTER AS LONG AS YOU SEND THE 1040X WITH ATTACHED FORMS AND SCHEDULES (THAT CHANGED OR CAUSED THE NEED TO AMMEND). NOT SENDING ORIGINAL WILL JUST MAKE THEM FIND IT. TT DOESNT EVEN PRINT OUT THE ORIGINALS IT PRINTS OUT YOUR NEWLY REVISED 1040 WHICH IS CONFUSING BECAUSE IT SHOWS YOUR PAYING THE ENTIRE TAX WHERE AS THE X SHOWS THE CHANGE. THE ORIGINAL SHOWS THE WRONG INFO, THE REVISED SHOWS THE RIGHT INFO AND THE X SHOWS THE DIFFERENCE. TT GENERATES ONLY THE X AND THE REVISED 1040 AND THEN TELLS YOU TO ONLY MAIL THE X WITH CHANGED SCHEDULES.

tomwhatley2

Level 2

Well, I asked the question and the answers were ambiguous. So I sent everything. The original, the revised 1040, the 1040x, and a letter explaining what I was doing. This was advised to me by a CPA, who said it wasn't absolutely necessary, but would avoid any requests for more information. The result: no IRA response almost a year later, so I guess it was OK. Truly, I was just trying to save printing and postage costs. Big deal!