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I need to amend my tax return in order to include 1099-R (got money from 401(k)). TurboTax gave me 3 forms - 1040X, 1040, Schedule B (form 1040A or 1040). How should I staple my amended tax return? Should I staple all forms together or separately? Where should I include form 1099-R? Should I include my W-2 again?

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The IRS instructions do not specify how to connect the forms, just that you should not staple the check to the form (likely because it goes to a different location for processing).

I have always either stapled or paper-clipped them together, however I would assume that the receiving department does not care, otherwise it would be explicit in the instructions.

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