My understanding is that for the original paper tax return filing (1040), one must attach forms W2, 1099-MISC, and forms for other sources of income. However, forms like the 1099-INT, 1099-B, 1099-DIV do not need to be attached.
We are now having to paper file an amended return (1040-X) because we discovered that we missed reporting an interest (1099-INT) and capital gains (1099-B). At this time, according to the IRS, our case is under review, has not been processed, and we have not received a refund.
Several calls to the IRS and we are getting different instructions, Google also shows variations, so here are the questions:
1) What is the correct assembly for the 1040-X filing? Should it include ALL the forms (even those that did not change), OR should it ONLY include the 1040-X and changed tax forms and schedules?
2) Regardless of the answer to 1), should we attach forms 1099-B and 1099-INT? (Even though the original filing did not require them, the 1040-X instructs to include "all supporting documents for the change".)
We ask because TT printed everything so we were not clear as to what to include.
Thanks
