Yes. You will need to amend your tax return to include the 1099-DIV that you received after filing. The IRS will accept an amended return up to 3 years after the date you filed the original return or within 2 years after you paid the tax due on the return, whichever is later.
Tip: If you filed before the April deadline, the IRS considers the April deadline to be the filing date (for example, if you filed in January, you'd have until April 17 three years down the road to file the amendment).
Please follow the steps below to file an amended return:
- Sign in to Turbo Tax and make sure you've selected Tax Home on the left side of your screen.
- If you don't see this, select the menu icon in the upper-left corner to expand the menu.
- Under Your tax returns & documents, select Amend (change) 2017 return.
- If you only see the option to amend 2016 or earlier, it's because you can't amend an unfiled 2017 return. Select Take me to my return, make your changes, and disregard the rest of these instructions.
- Carefully follow the onscreen instructions and don't worry if your refund changes to $0. This is normal on amended returns.
- When finished, we'll give you instructions for printing and mailing your amended return, as amendments cannot be e-filed.
Three weeks after mailing your amended return, you can start tracking it at the IRS Where's My Amended Return? tracking tool. Please allow at least 16 weeks for the IRS to process your amended return.
Processing times for amended state returns vary from state to state. If it's been more than 12 weeks since you mailed your amended state return, and you haven't heard anything, we suggest you contact your state tax agency.
