Hahn1040 Posted May 2, 2016 Report Posted May 2, 2016 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??? Quote
rfassett Posted May 2, 2016 Report Posted May 2, 2016 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. 2 Quote
JohnH Posted May 2, 2016 Report Posted May 2, 2016 And, of course, a bill for $180 for preparing the amended return to claim the $150 refund... 6 Quote
michaelmars Posted May 2, 2016 Report Posted May 2, 2016 and have client mail return receipt at a cost of $10 fed $10 state 2 Quote
Abby Normal Posted May 2, 2016 Report Posted May 2, 2016 No just send the Sch D. And you should only send a 1040 with a 1040X when it's a number that only shows on the 1040 like an IRA contribution or foreign tax credit that doesn't need an 1116. And you're supposed to type “Attachment to Form 1040X—Copy Only—Do Not Process” at the top of any forms. 4 Quote
B. Jani Posted May 2, 2016 Report Posted May 2, 2016 can we not file amended 1040 with schedules? Quote
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