topic What forms do I send with 1040x in After you file

What forms do I send with 1040x

vhufman — Wed, 05 Jun 2019 02:27:19 GMT

According to the 1040X instructions: This includes any ad...

DoninGA — Wed, 05 Jun 2019 02:27:21 GMT

Attach any schedule or form relating to the change. For example, attach Schedule A (Form 1040) if you are amending Form 1040 to itemize deductions. If you are amending your return because you received another Form W-2, attach a copy of the new W-2. Do not attach items unless required to do so.

This includes any additional or corrected Forms W-2 you received after you filed your original return. For more information, see the 1040X instructions (link included above).

The only change on the 1040x is deducting a Roth IRA gain...

vhufman52 — Wed, 05 Jun 2019 02:27:22 GMT

The only change on the 1040x is deducting a Roth IRA gain that was originally entered in error as a conversion and taxed. So, I only need to send the 1040x and the revised 1040 as there are no schedules I see for this? Do I send the 1099? And what about for the state?

You do not send the Form 1040 as the changes would alread...

DoninGA — Wed, 05 Jun 2019 02:27:24 GMT

You do not send the Form 1040 as the changes would already be reflected on the Form 1040X. A copy of the Form 1099-R can be included.
The state return would only be amended if the federal income was changed and this change would be also reflected on the state tax return.