Schedule X - Spidell

Schedule X

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Message Board Schedule X

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    • #189200

      When filing Schedule X to include information only, no change to return originally filed, is the Schedule X and copy of the 1040X sufficient?  Earlier this year, a representative told me a Schedule X could not be filed without a form 540 attached.

    • #189261

      You should still send a complete copy of Form 540 (marked amended) even if the figures are the same as on the original return.

    • #189348
      Lynn Freer

      The Schedule X is part of the 540 so the 540 is filed with the Amended box checked. You can efile the return in wh Federal schedules if you made a change to your federal tax return. You must only include documents supporting each change, such as corrected form(s) W-2 or 1099, schedule(s) K-1, escrow statements, court documents, contracts, etc. If your software supports it, you may efile the 540 including the Schedule X

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