Do I have to file an amended tax return because of middle initial being spelled out on corrected tax form?

[georgew751]

I recently filed my 2020 federal tax return (and already received my refund). Then I received corrected investment tax forms from Fidelity. I figured out that the only change was spelling out my middle initial in my name (V --> Victor).

I am trying to figure out if I have to file an amended tax return for that change? If so, then I have to figure out how. I hope that TurboTax will do the heavy lifting for me.

[DoninGA]

No, there is no need to amend a tax return for a change on a Form 1099-B for your middle initial.

[Irene2805 · Accepted solution]

No "heavy lifting" involved -- you do not have to amend your return because your middle name was used instead of an initial.