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Level 1
May 4, 2026
Question

Should I file an amended return if there is no change in income from a Estate K-1?

  • May 4, 2026
  • 2 replies
  • 122 views
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2 replies

Level 15
May 4, 2026

You don’t have to file an amended return if there is no change in your tax liability. 

Alumni - Expert
May 4, 2026

In general, you would not need to amend if the K-1 resulted in no changes to your refund/taxes due. However, if the K-1 involves a passive loss carryforward then you should amend to keep the carryover in place for future years. 

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