@chipmullins
What do I do about the education credits and everything that I should receive? Since I originally did not qualify for the education credits since I was filing separately, will I need to prepare those schedules to show proof that I now qualify for the education credits? or do they even need any forms other than the 1040x?
Yes exactly ... part of the amendment process is the addition of new items. All new forms, schedules and attachments need to be attached to the mailed in 1040X ... you cannot efile a 1040X with a filing status change.
Look at column B of the 1040X ... you must attach anything needed to support the changed in that column. Think this way ... you are telling the IRS the column A was the original return and the column C is how the original return should have been so explain the differences reflected in column B clearly but don't write a dissertation.
