@Opus 17 @RobertG
Hi: I used turbotax to file 2018 tax and I took standard deductions. No schedules. I have the copy of the 2018 tax forms. I used original forms to prepare the 1040-X. I used pub 525 method 1 and 2 to determine the best option and I found deduction would be the best for my case. When I filled out the 1040-X, i used $5K in column B. and corrected AGI in column C and filed rest of the form as suggested. My plan is to explain why am I making making this correction in PART III of the 1040-X form. Do I need to provide a proof that I repaid $5K? My plan is to submit 1040-X, original 1040, and other supporting documents. Please suggest if I am missing anything. Thanks for the feedback. FYI- I am using the PDF hard copy of the 1040-x form.
