I am at the final stage to amend the 2019 tax return. Thanks a lot for all the input that I have been receiving from the community. 4 additional questions:
1. The instruction from Turbotax says "attach all forms or schedules that changed to your amended return".
Since I am amending the 2019 tax return to report and pay penalty for Roth IRA excess contribution, the changes are only 1040X, 5329, and and a schedule 2. Shall I still include forms and schedules with no changes at all? Turbotax automatically prints out my original 1040, schedule B, and 8995. Since there is no changes on the original 1040 and schedule B, I am wondering if I should mail them to IRS as well.
2. For 1040X, am I supposed to fill out line 1-5 and 24-30 by myself, even if there is no changes to income&deductions and exemptions&dependents? Turbotax left them blank since I am not amending those items, but I could not find anywhere on the 1040X instruction that these lines can be left blank even if there is no changes.
3. According to https://www.irs.gov/forms-pubs/about-form-1040x, electronic filing is now available for Form 1040-X. I was wondering if Turbotax supports this, or I still have to mail the documents out to IRS.
4. Turbotax also printed out a page for electronic postmark - certification of electronic filing. This document certifies that the original 2019 tax return was filed back in 2020 February. Shall I also include this in the amended 2019 tax return?
Thanks a lot!
