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Amending return based on Box 13

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.

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1 Best answer

Accepted Solutions
HelenC12
Expert Alumni

Amending return based on Box 13

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

  1. Received a corrected tax form after filing (the "corrected" box is checked) and
  2. The new info (W-2 Box 13 Retirement Plan is now checked), and
  3. 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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2 Replies
HelenC12
Expert Alumni

Amending return based on Box 13

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

  1. Received a corrected tax form after filing (the "corrected" box is checked) and
  2. The new info (W-2 Box 13 Retirement Plan is now checked), and
  3. 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? 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Amending return based on Box 13

Thank you very much @HelenC12 , for the confirmation. I was also having doubts because TT indicated...

"We don't detect ANY differences between your Original 2022 return and your amended return."
 

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