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I've just sent off a tax return (I just forgot to include schedule B, even though it does not change any numbers and I still owe nothing). I am well before the tax deadline and if I had waited a few days could have realized and sent the correct one!

How can I send an updated tax return with all the correct forms?

I see that I cannot file form 1040X until after the deadline. What should I do?

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  • Just a general point, over in the US the IRS is actually super-super-helpful if you simply phone them. It's just one of those whacky things about the US!
    – Fattie
    Apr 21 at 12:22
  • Have you declared interest and dividends on lines 2 and 3 of your form 1040?
    – void_ptr
    Apr 21 at 16:27
  • @void_ptr I don't have any. I only am required to file schedule B is because I have a foreign account. The additional tax I need to pay because of schedule B is 0
    – Cameron
    Apr 21 at 17:23
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    This means that the only piece missing in the return is information disclosure. All the numbers are correct. I suggest you edit the question to add this information.
    – void_ptr
    Apr 21 at 19:07
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If you failed to attache Schedule B, but the final totals on form B did appear on the main 1040 form, then the IRS will send you a notice for the missing form. They will provide instructions on how to submit the form.

If you failed to consider schedule B, and the final numbers didn't appear on the main 1040 form, then a 1040X will be need to correct the situation.

The 1040X is used to correct the information. But if you didn't attach a form it is likely that the IRS can't process the forms as submitted and will be requesting the missing information.

Here is some info from the IRS:

Topic No. 308 Amended Returns

If you discover an error after filing your return, you may need to amend your return. The IRS may correct mathematical, clerical errors on a return and may accept returns without certain required forms or schedules. In these instances, there's no need to amend your return. However, do file an amended return if there's a change in your filing status, income, deductions, credits or tax liability. Use Form 1040-X, Amended U.S. Individual Income Tax Return to correct a previously filed Form 1040, Form 1040-SR, Form 1040A, Form 1040EZ, Form 1040-NR, Form 1040-NR-EZ, or to change amounts previously adjusted by the IRS. You can also use Form 1040-X to make a claim for a carryback due to a loss or unused credit; however, you may also be able to use Form 1045, Application for Tentative Refund instead of Form 1040-X. Also, if the Form 8938, Statement of Specified Foreign Financial Assets applies to you, file it with an annual return or an amended return. See the Instructions for Form 8938 for more information.

That webpage has a link to a tool: Should I File an Amended Return? that will help you decide.

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  • Is there no way to send the missing form proactively? Apr 21 at 15:59
  • @DJClayworth I added a link to the IRS Apr 21 at 16:16
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Simply wait until it's processed, and then send a 1040X. You cannot correct it before it is processed.

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