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Author: TMFPMarti Big funky green star, 20000 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121061  
Subject: Re: Amend return - include entire original retur Date: 3/9/2012 11:17 AM
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So does this make sense? I would send:
1040X - amended return (2 pages)


Right

And you said any forms that are different. So that would include the 1040 form (since the AGI is changed)?

What did I say just before that? Hint: "You never include the amended 1040."

Also changed are:
Sch A - itemized deductions

Sch E - Removed one of two rental properties. This is the reason for the amendment. CPA that handles my wife's mothe's estate says not to claim rental income on the house because it is handled through the estate.


Yes, you include both of those. If anything from the estate's return flows through to your return it will be on a K-1 issued by the estate. Speaking of which, before you file the amended return you might want to check with the estate's CPA to see whether there's a K-1 you haven't seen yet which also affects the year in question.

Phil
Rule Your Retirement Home Fool
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