What documents do I need to send with my 1040X?

What do I attach with 1040X?

Attach to the front of the Form 1040X: - A copy of any Forms W-2, W-2c (a corrected Form W-2), and 2439 that support changes made on the return - A copy of any Form W-2G and 1099-R that support changes made on the return, but only if tax was withheld - A copy of any Forms 1042S, SSA-1042S, RRB-1042S, and 8288-A that ...

What forms do I need to send with an amended tax return?

File Form 1040-X to amend.

Taxpayers must file using Form 1040-X, Amended U.S. Individual Income Tax Return, to correct their tax return. If they are filing an amend 1040 or 1040-SR for 2019, they can now file electronically using commercial tax-filing software.

What documents do I need to attach to my 1040?

Arrange any supporting statements in the same order as the schedules or forms they support and attach them last. – Attach a copy of Forms W-2, W-2G and 2439 to the front of Form 1040. Also attach Forms 1099-R if tax was withheld. – Use the coded envelope included with your tax package to mail your return.

Do I have to mail in my 1040X amended return?

Use Form 1040X, Amended U.S. Individual Income Tax Return, to file an amended tax return. Be advised – you can't e-file an amended return. A paper form must be mailed in. You should consider filing an amended tax return if there is a change in your filing status, income, deductions or credits.

How to fill out Form 1040X, Amended Tax Return

Do I need to file a new 1040 with a 1040X?

Yes. Any form that is changed due to the amended return must be sent to the IRS along with the 1040X.

What pages do I send to the IRS?

You only print the Form 1040 and any other forms and schedules that have tax data entered. The forms and schedules to include will have an Attachment Sequence Number in the upper right corner of the page. All the other pages in the PDF are for your use only and are Not sent with the tax return.

Do I need to attach my W-2 to my federal tax return?

You don't need to send your Forms W-2 to the IRS and should keep them in a safe place with a copy of your tax return.

Do I need to include worksheets with my tax return?

You are not required to provide any worksheets to the IRS with your return, but you should keep the worksheets with the rest of your tax return documentation to mitigate any problems in the future.

Can I file 1040X electronically?

Can I file an amended Form 1040-X electronically? You can file Form 1040-X, Amended U.S. Individual Income Tax Return electronically with tax filing software to amend tax year 2019 or later Forms 1040 and 1040-SR.

Can amended returns be filed electronically?

Can I file my Amended Return electronically? If you need to amend your 2019, 2020 and 2021 Forms 1040 or 1040-SR you can now file the Form 1040-X, Amended U.S. Individual Income Tax Return electronically using available tax software products.

Is there a penalty for filing an amended tax return?

If you amend your return before it is due (before April 15), then your amendment is timely, and no interest or penalty will accrue. Also, the IRS can be quite reasonable, especially for a first-time mistake.

Do I staple or paperclip my tax return IRS?

Completing your Return

If handwritten, use black or blue ink only. Do not staple or attach your check, W-2s or any other documents to your return. Submit proper documentation (schedules, statements and supporting documentation, including W-2s, other states' tax returns, or necessary federal returns and schedules).

What if I forgot to mail my W-2 with my tax return?

No adverse action will be taken against you if you forget to mail your W-2 forms to the IRS as long as you submit the forgotten tax documents when the IRS requests them. You can expect to receive a notice from the IRS asking for any missing or additional tax documents a few weeks after sending in your return.

Can I staple my W-2 to my 1040?

To attach your W-2, do so by attaching it to the front page (only) of your tax return. This means if you're going to use a stapler, don't staple the W-2 in such a way that you staple all of the pages of your return.

What do I mail with my federal tax return?

Attach Forms W-2 and 2439 to the front of Form 1040. If you received a Form W-2c (a corrected Form W-2), attach your original Forms W-2 and any Forms W-2c. Attach Forms W-2G and 1099-R to the front of Form 1040 if tax was withheld. Hope that helps.

How do I know if IRS received my tax return?

Tracking the status of a tax refund is easy with the Where's My Refund? tool. It's available anytime on IRS.gov or through the IRS2Go App. Taxpayers can start checking their refund status within 24 hours after an e-filed return is received.

Do you staple your 1040 together?

The IRS accepts returns that are stapled or paperclipped together. However, any check or payment voucher, as well as accompanying Form 1040-V, must not be stapled or paperclipped with the rest of the return, since payments are processed separately.

How long does it take IRS to process amended tax return?

As a reminder, amended returns take up to 16 weeks to process. It can take up to three weeks after filing it to show up in our system. There's no need to call the IRS during that three-week period unless the tool specifically tells you to do so.

Can TurboTax help with 1040X?

When you use TurboTax to prepare your amended return, you don't need to know all the details. Once you indicate that you're preparing an amended return, the software will help you fill out Form 1040-X and any supporting forms as you make changes to your income and deductions.

Should I staple my amended tax return?

Don't staple, bend, or paper clip the check. When your amended return has completed processing, the IRS will issue a new refund check. Allow the IRS up to 16 weeks to process the amended return.

Are amended tax returns delayed 2020?

The IRS said it's taking longer to process tax returns for the 2020 tax year, and up to a month longer to process amended returns. "It's taking us more than 20 weeks (instead of up to 16 weeks) to process amended returns," the agency said on its site. "Do not file a second tax return or call the IRS," the agency said.

What happens if I amend my tax return and owe money?

If you owe money as a result of the correction, you should include a check or money order with your 1040-X submission. You can pay the balance you owe online, using Direct Pay or the Electronic Federal Tax Payment System (EFTPS). If you can't pay right now, file the amended return and apply for an IRS Installment Plan.