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Posted

t/p received corrected 1099 for the portfolio for her trust return. 

one of the changes was to the cost basis of one of the transactions on form 8949.

the changes net a savings of about $150 so, of course, t/p wants to amend. :)

the original return was e-filed but of course have to mail the amended return.

the form 8949 has 62 pages.  I am seeking people's input on mailing all of these pages with the amended return.

I am leaning towards printing them 4 on a page with the one page that has the changed transaction full size.

what do you all think???

 

Posted

I only send the page that has a change and write at the bottom - "As amended".  So in your case, I would have a 1040X, 1040 as amended, Schedule D as amended and the one page of the 8949 as amended. Seven pages in total. If the IRS wants more info, they will ask.  I have only had two cases in my 30 plus years of practice where the IRS asked for additional info.

I guess my disclaimer for the above is that I do not know if there are any other pages in the return that changed because of this change.  If so, I would do the same procedure.

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