Get your taxes done using TurboTax

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