Form 1040 X

[FEDUKE404]

No Schedule A

Since you don't send in a copy of the Federal Schedule A with your original return, I've never sent one in with an amended return either. (Unlike Schedule C, D, etc.)

Now I AM truly confused - I've submitted many Schedule A's to the IRS, generally for someone who itemizes deductions.

FE

[Gene V]

Now I AM truly confused - I've submitted many Schedule A's to the IRS, generally for someone who itemizes deductions.

FE

I think they are talking about NY return, the same for Oregon return--you don't send
in the Federal schedule A with the Oregon return.

By the way--which state is "the old north state"

[S T]

Amended

Are you only amending NY State, or are you amending Federal and NY State?

Seems to reason, that if you are amending Fed and that includes Schedule A, you should also send that along with the Amended NY State return

as well

Sandy

[fliszt]

If the amendment

only pertains to an error on the 1040 wouldn't that be all that's necessary to send in?
ie: If interest was wrong, then include a sch B w/1040X or other schedule to substantiate error correction.

[FEDUKE404]

More on amends

Are you only amending NY State, or are you amending Federal and NY State?

Seems to reason, that if you are amending Fed and that includes Schedule A, you should also send that along with the Amended NY State return

as well

Sandy

Some of both...

Many (most?) states require a copy of the federal Form 1040X to be attached to any related state amended return. And if something like multiple changes on a federal Sch A cannot be easily explained, I also attach the new Schedule A to the Form 1040X.

It would seem to me a "copy" of the Form 1040X would therefore include any related supporting forms on the amended state return.....but perhaps not.

FE

[oceanlovin'ea]

I talked to a lady in the Taxpayer Advocate office on Friday and she didn't know anything about a new 1040X.

I haven't seen a copy of it either.

Linda

[S T]

Draft

Linda

You can go to this link to see the draft copy http://www.banks.com/tax/wp-content/...1040x--dft.pdf not sure what changes they have made since August 09 - irs.gov still has the old 1040x form.

My tax software has a preliminary version, but won't be released until 2/1/2010.

Sandy

[oceanlovin'ea]

Thanks

Thanks Sandy. I am glad to see what it looks like. It seems like it will be much easier. Our backup work will be important for us. But the form looks less complicated.

Linda

[JG EA]

Well, I guess that settles it. I could have sworn that I saw it on line, but instead I guess I just saw it in the program. If it isn't even out of draft.....

[FEDUKE404]

New 1040X

The "improved" form almost looks as if you could do as well with just printing out a regular tax return and then attaching a note saying "this is what I changed."

FE