"Barry Margolin" <barmar[at]alum.mit.edu> wrote:

- quote -

You only have to include the forms that changed since the
original return. If Schedule D didn't change you technically
don't need to file it, however, because certain entries from
Schedule K-1 usually pass through to Schedule D in my
opinion it would be a good idea to include it.

Frederick Lorca

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David Woods, EA, ChFC, CLU wrote:
- quote -

And that's because the software can't tell what's what. When
I amend a return, I selectively print just the forms,
schedules required. I venture to say most software will
let you do that, using usual Windows conventions, such as
right clicking the mouse for a pop up menu and then select
"print this form", and then the number of copies to print.
Try it.

ChEAr$,
Harlan Lunsford, EA n LA
24 Mar 2005

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Barry Margolin wrote:

- quote -

Just the modified forms -- at least according to the
instructions and my experience. Of course, if the (normal
25%) bracket calculations are involved, then Schedule D DOES
need to be recalculated....

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"Barry Margolin" <barmar[at]alum.mit.edu> wrote:

- quote -

Just the modified ones. Most software prints the whole
return on an amendment.

--
David M. Woods, EA, ChFC, CLU
Woods Financial Services
Norwood, MA 02062
www.woods-financial.com

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Barry Margolin wrote:

- quote -

Just the 1040X and any affected forms. Don't waste any
postage.

ChEAr$,
Harlan Lunsford, EA n LA
Mon 21 Mar 2005

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Barry Margolin wrote:

- quote -

Just the 1040X is needed for IRS, if any formed changed, you
might want to keep for future reference.

billw

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Modified forms.

Missy Doyle

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Barry Margolin wrote:

- quote -

I just include a new schedule, a new form and a changed
schedule or form only if the change can not easily be
explained on page 2 of the 1040X. E.g., I don't send a new
Schedule B just because some interest or dividends were
overlooked on the first pass. I just note the change on
page 2 of the 1040X where it asks for the explanation. I do
include a changed Schedule D as it is easier to attach the
changed schedule rather than provide all the data in the
explanation.

--
Alan
http://taxtopics.net

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I e-filed my 2004 tax return last week using TurboTax, and
today I received another K-1. So I went through TT doing an
amended return (1040X). When I tell it to print the new
return for filing, it wants to print all the forms and
schedules, not just the ones that have been modified (it's
including Schedule D, even though I haven't changed any
capital gains/losses). Does the IRS really require all
this, or just the modified forms?

--
Barry Margolin, barmar[at]alum.mit.edu
Arlington, MA

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