Documentation necessary to file an amend a personal tax return?

Question

I want to amend my personal income tax return to claim legal expenses that I incurred. Do I need to include copies of the legal invoices with the amended personal income tax return? Thank you for your assistance.

Answer 1

What type of legal expenses are you talking about? Only legal expenses that are related to the production of taxable income or the preparation of tax returns are deductible. Other general legal expenses are not deductible unless as part of a business.

If you have qualifying legal expenses that were not listed on your Schedule A (or enough to make itemizing now worthwhile) you can file an amended return on Form 1040-X. You don't attach invoices to the return but you will need to have them available if the IRS should question the deduction.

Answer 2

What Legal Expenses? Chances are you cannot claim them. If you can, then you will need a copy of your original return, or at least the figures from those returns. You will also need to fill out a 1040X for each year you are wanting to amend. And of course documentation explaining why you are amending.

Answer 3

Before you get too excited, what legal expenses? What were they for?

If allowable, legal expenses are often a schedule A item and can trigger AMT (in serves to limit any refund).

Answer 4

often you could no longer declare legal fees. with reference to the only ones you ought to declare would be fees for tax suggestion. in case you will clarify right here a sprint extra completely purely what those legal fees have been for, somebody can probable inform you no rely if or no longer they had be deductible or no longer.