Amending return based on Box 13

Forum|Forum|3 years ago
February 16, 2023
1 reply
5 views

Returns has been filed and accepted.

Employer issued a correct W2 where Box 13 (Retirement Plan) is checked.

I entered the changes did not affect the tax refund amount at all.

Do I need to amend my return?

IF yes, What reason would be applicable on choices (below) from Schedule X form?

Check all that apply:

a Protective claim for refund
b Reservation source income adjustments
c Pass-through entity adjustments
d Federal audit and/or adjustments
e FTB audit contact
f NOL carryback See instructions
g Error on original return
h Credit adjustment
i Earned income tax credit
j Disaster loss
k Military HR 100
l Informal claim
m Other

2 Provide further explanation of reason(s) for amending below If needed, attach a separate sheet that includes your name.

Best answer by HelenC12

No, you don't have to amend your income tax return if you:

Received a corrected tax form after filing (the "corrected" box is checked) and
The new info (W-2 Box 13 Retirement Plan is now checked), and
It does not change your refund or tax due amount.

Having the “Retirement Plan” box checked means you had access to a retirement plan such as 401k at work, which may limit your ability to get tax incentives for other retirement plans like an IRA.

See Do I need to amend?

HelenC12Answer

Level 15

No, you don't have to amend your income tax return if you:

Received a corrected tax form after filing (the "corrected" box is checked) and
The new info (W-2 Box 13 Retirement Plan is now checked), and
It does not change your refund or tax due amount.

Having the “Retirement Plan” box checked means you had access to a retirement plan such as 401k at work, which may limit your ability to get tax incentives for other retirement plans like an IRA.

See Do I need to amend?

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