Importantly, there are a lot of conflicting opinions regarding whether the NEW, AMENDED 1040 should indeed be attached to the 1040X, (along with other revised schedules & forms).
As GeorgeM777 points out, the IRS website states:
- Include copies of any forms and/or schedules that you're changing or didn't include with your original return.
Well? Isn't the new 1040 a "Revised Form"? So it should be attached to the 1040X right? And should it be signed or will that confuse them?
Amidst the vast conflicting opinions on this topic, I unearthed some advice I think might be worth considering. Would love to get consensus opinion on this because it seems like good advice.
It goes like this:
-Use the explanation box of the 1040X with communication in mind. As required, enumerate the changes you've made, but then also add a sentence like this -- "Included as attachments are the following: NEW Form 1040, Schedule 1, Schedule ABCXYZ123, etc..."
-At the top of the New 1040, write in red ink: "AMENDED 1040, ATTACHMENT TO FORM 1040x"
Also, write the word "AMENDED" on the top of every page of every other attachment.
IMHO, this seems all about communication with the IRS in order to alleviate confusion. Does anyone else think this is a good idea?
IMPORTANTLY: If you attach the NEW 1040 to the 1040X, do you also sign it?
@GeorgeM777
