When you have prepared your amended return and are ready to mail Form 1040-X you should include the following forms:
- The new (amended) Form 1040
- Any forms or schedules that were added or changed as a result of preparing the amendment
You will need to wait until your original tax return is processed by the IRS before filing an amended return. If you are receiving a refund, you should wait until the check is issued or you receive your direct deposit.
Please note that 1040-X cannot be e-filed - you will need to mail a paper return. It takes the IRS at least 2 - 3 months (and sometime up to 6 months) to process amended returns. Also, depending on whether the changes affect your numbers, you may also be required to file an amended return with your state.
