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

    Feb 21, 2010, 07:30 AM
    I need to know if I sent W-2s & 1099 R with 1040X?
    My husband has already filed his return and received his refund. I have not filed yet. However, we wanted to file married filing jointly. So we are completing a 1040X. I need to know if I should send my W-2's and 1099 R and any other forms that I would have put with my return had I filed regularly? Please help.
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
    		  
    #2

    Feb 22, 2010, 02:19 AM

    No, you attach only the forms that were not attached to your original tax return.
    ebaines's Avatar
    ebaines Posts: 12,131, Reputation: 1307
    Expert
    		  
    #3

    Feb 22, 2010, 09:28 AM

    Your husband has already files as Married Filing Separately, you have not yet filed, and now the two of you want to file as Married Filing Jointly? Since the 1040X is only used to modify files already returned, and since your husband can not simply sign onto a jpoint return (because you are allowed to file only one original return), I believe that what you need to do is this:

    1. File your own 1040 persnal return as Married filing separately. This is your own original return, and you attach your W2 form to the 1040, then
    2. File 1040X to change both you and your husband's separate returns to Married filing jointly.
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!

W2 & 1099 what do I do? [ 3 Answers ]

I receive a normal income from my employer. I received a 1099 misc from my bank for $100 that they gave me when I opened an account. I am also expecting another 1099 for some tickets I won from a radio station valued at $160. Do I need to include these 1099 or can I leave them off my tax return?

I am submitting Forms 1040X & 5405, what other paperworks do I submit? [ 1 Answers ]

I am a First-time Homebuyer. I have done forms 1040X and 5405. What other paperworks do I need to submit together with those forms?

MFS-1040X(MFJ) to get RRC but how we explain RRC in 1040X? [ 2 Answers ]

Dear Experts, I filed MFS to get RRC (my spouse's ITIN disqualified last year). My tax software said I am qualified for $600 if I file MFS, so "STEP 1" seems to work. But, my tax software put $600 on line 15 column A and -$600 on column B in Form 1040X, which means I eventually do not get any...

Filing 1040x, need to add a 1099-MISC [ 1 Answers ]

I filed my federal in February, and then I ended up getting a 1099-MISC in March. Even though they sent the 1099 ridiculously late, I'm assuming I'll have to file an amended? The only thing I need to amend is to add the 1099-MISC which includes 1 thing on Line 3 (Other Income). What are all...

1099-g & 1099-int [ 1 Answers ]

Hi, I am a citizen of India and filing my taxes as a non-resident for 2006. 1.> I received 1099-G of my 2005 state tax refund. In my 2005 federal tax return I had used the standard deduction on line 11 of 1040NR-EZ i.e "Itemized deductions" line since it is entitled to students from India. Is...

View more questions Search