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Posted

I prepared an amended 2017 return (MFS to MFJ) to get ed credit for child.  I forgot to add Form 8863.  IRS returned the entire 1040X and support with all their stamps on it, received June 1, 2020.  The 8009-A has a check box to 'Complete the forms or schedules llisted below, to support..."  What I cannot find it clarity as to whether to return the entire packet or just the form.  It says, "Send your return or CP notice, with the information requested below, to the following address:"  So best to send the entire stamped return along with the notice and the missing 8863?  That's my inclination.  I've no experience with missing a form so worry if I'm missing a few little gray cells, too!  Then again, first time in over 20 years and countless amended returns - always something new.

Posted

If they sent back your paper amendment, then send them the entire amended return -- as you did before plus with the formerly missing form -- making sure everything is included this time, and signed, etc. With their cover. Send everything.

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