topic Re: Amending Return Form 8888 Errors in After you file

Amending Return Form 8888 Errors

rory — Tue, 10 Mar 2026 04:42:38 GMT

When amending my 2021 return, the review displays errors for the Form 8888 bond purchase on the original return. Do I ignore the "errors" and continue with e-file assuming only the 1040-X will be transmitted? The amendment is for a change to long term capital gain on a K-1.

Re: Amending Return Form 8888 Errors

Critter-3 — Sat, 28 May 2022 15:27:37 GMT

To efile the amended return you must REMOVE the prior used for, 8888 and only choose to have the refund check mailed to you ... that is the only valid option for a 1040X.

Re: Amending Return Form 8888 Errors

hsmith7143 — Wed, 14 Jun 2023 13:58:30 GMT

I think I have a similar problem:

I am filing an amended return for 2021 -- adding in an omitted bank interest payment.

This means that I will owe some money. The 1040-X reflects this properly, but I basically have to subtract out the omitted bank interest payment on the Form 8888 to get TurboTax to let things slide. But this seems to be moving in the wrong direction, since the last thing I want at this point is for the IRS to refund me more money.

I have to submit on paper. Am I okay to just ignore the Form 8888 reconciliation in TurboTax and not send that along when I send in the amended return 1040-X with revised 1040?

Re: Amending Return Form 8888 Errors

Critter-3 — Wed, 14 Jun 2023 22:14:51 GMT

Since the 8888 is not used with an amended return that you mail in simply don't send it.

Re: Amending Return Form 8888 Errors

hsmith7143 — Thu, 15 Jun 2023 13:21:05 GMT

Thank you for the prompt reply. I agree that there is no need to submit Form 8888 as part of an amended return.

I am filing on paper. Removing Form 8888 physically is not a problem.

But what about the box that is still checked on line 35a of page 3 of the 1040 form? I would like to un-check the box, but can not figure out how to do that for an amended TurboTax return. Is there a way to do it?

If not, should I --

just leave the box checked, since it is not important?
put white-out or something similar on the physical copy?
print a blank copy of p. 3 and hand-fill it?

Re: Amending Return Form 8888 Errors

Critter-3 — Thu, 15 Jun 2023 14:04:48 GMT

When you mail in an amended return 1040 x you do not also mail in the new 1040 Sr that was generated. That new 1040 is for your viewing only so that box being checked is immaterial.

Re: Amending Return Form 8888 Errors

hsmith7143 — Thu, 15 Jun 2023 14:26:50 GMT

Ah, fascinating -- I missed that!

In my case, I have added previously unreported bank interest income. On the TurboTax file-by-mail instructions, it says:

"Be sure to attach all forms or schedules that changed to your amended return."

So I would include the Schedule B (interest) in what I mail to IRS?