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

Forum|Forum|4 years ago
October 20, 2021
2 replies
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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?

xmasbaby0

Level 15

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?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

MK100Author

Level 2

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.

MK100Author

Level 2

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

Mike9241

Level 15

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.

Mike9241

Critter-3

Level 15

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.

MK100Author

Level 2

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?