It depends. When amending for an updated 1099, if there was no withholding, submit the forms as follows:
- Form 1040X-with an explanation that Form 1099 had been updated
- Form 1040--as generated by TurboTax because it would have been affected by the change
- Schedule 1, 2, 3--to the extent your 1099 affected these schedules
- Schedule B and D--presuming the 1099 affected these schedules
For what forms to select, it would be from the PDF itself, that you would have to select which pages to print.
Typically, worksheets are not included for the federal or the state.
Typically, the state would require a copy of Form 1040X to explain the change impacting the state level tax return.
2019 Form 1040X Instructions: You must attach all appropriate forms and schedules to Form 1040X or it will be returned.
Assemble any schedules and forms behind Form 1040X in order of the “Attachment Sequence No.” shown in the upper-right corner of the schedule or form.
If you have supporting statements, arrange them in the same order as the schedules or forms they support and attach them last.
Don’t attach a copy of your original return, correspondence, or other items unless required to do so.
Attach to the front of Form 1040X:
• A copy of any Form W-2, Form W-2c, or Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains, that support changes made on this return;
• A copy of any Form W-2G, Certain Gambling Winnings, or Form 1099-R that support changes made on this return, but only if tax was withheld; and
• A copy of any Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding; Form SSA-1042S, Social Security Benefit Statement (Nonresident Aliens); Form RRB-1042S, Payments by the Railroad Retirement Board (Nonresident Aliens); or Form 8288-A, Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests, that support changes made on this return.
Attach to the back of Form 1040X any Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax, that supports changes made on this return.
If you owe tax and you don’t want to pay electronically, enclose (don’t attach) your check or money order in the envelope with your amended return. See the instructions for line 20, earlier.
