Ask Experts Questions for FREE Help !
Ask
    BigWheel88's Avatar
    BigWheel88 Posts: 1, Reputation: 1
    New Member
    		  
    #1

    Jan 24, 2009, 05:45 PM
    What do I send with 1040X and when?
    Last week I e-filed my 2008 tax return with HR Block with 1040EZ. I realized yesterday that I could have deducted my student loan interest (form 1098E). I used HR Block to enter that info in and got a 1040A which is what I should have done. Though I couldn't submit the changes online. Anyway I used the info from both forms to figure out what I need to fill out on the 1040X.

    1. Do I need to send in the 1098E or the adjusted 1040A with the 1040X?

    2. Should I wait until the 1040EZ is fully processed (I get my return) before sending in the 1040X?

    Thanks

    PS the original 1040EZ and 1040A I got from HR Block have DO NOT FILE written on them.
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #2

    Jan 24, 2009, 10:06 PM
    1) Just send in the Form 1040X. You CAN attach a photocopy of the Form 1098-E to the Form 1040X, but it is NOT necessary.

    2) Mail it immediately. The Form 1040EZ was processed within hours of the efile being submitted.
Not your question? Ask your question View similar questions
 

Question Tools Search this Question
Search this Question:

Advanced Search

Add your answer here.


Check out some similar questions!

When to file 1040x? [ 1 Answers ]

I already filed Federal 1040 and got my refund, but I need to file a 1040x now and pay some money back to them... do I have to file this by April 15th? Thanks.

Forms to send with 1040x [ 3 Answers ]

I filed my 2007 taxes and am not working on my 1040X. I need to know what forms do I need to send in. Thanks

Using 1040x [ 11 Answers ]

Hello all, I filed 1040 ez for the past two years using turbotax and after reading some thread on this forum I understand that being on F-1 ,I wasn't supposed to file 1040-EZ.I have some questions about 1040x. 1. do I have to file 1040x along with my 2007 1040-NR or after getting my tax...

Is it O.K. To send 1040X with W-7? [ 3 Answers ]

Hi! I need your help! I already did e-file my tax return 2006. But I found that I have to amend some points because I got married with my wife (Foreign national) . I forgot to file her W-7 and some points about my wife... (Maybe she will be mad if she hear it... So, my question is "Is it...

1040X and 1040 [ 2 Answers ]

Hi Atlanta expert, Thanks for all your help. Based on your response, I am not filing 1040NR form. Thoguh I was married at end of 2004, I filed my return as single. So I am filing form 1040X and 1040 again. Hope this is fine. Please let me know if I need to send any other form with these 2...

View more questions Search