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Do I need to amend my tax returns if I didn't submit the 1095-B and 1099-G forms? (They came in the mail after I filed my tax returns.)

 
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TomK
Expert Alumni

Do I need to amend my tax returns if I didn't submit the 1095-B and 1099-G forms? (They came in the mail after I filed my tax returns.)

The 1095-B does NOT need to be filed, but you should keep it with your tax records should the IRS require proof of your health care coverage.

The 1099-G may need to be filed depending on what it's for.  Is it a state tax refund?  If you did not itemize last year, then it doesn't need to be filed.  If you did itemize, then it does.  If the 1099-G is for unemployment compensation, then you need to file it.

You can not add the form/information to your original tax return once it has been filed AND accepted by the IRS.  If it gets rejected, however, just log back in to your tax return add the form and make any other necessary corrections. 

If accepted, you will need to file an amended return (1040X) to show the additional form/information. You should NOT try to amend your return until the original return has been fully processed and you have received your refund or your payment has cleared.

Amended returns do not “catch up” to your original return and replace them; they are processed as two separate returns.

Amended returns have to be printed and filed by mail. 

If you are due a larger refund than on your original return, your amended return should only show the difference and you will receive a separate check for it.  If you owe money on your amended return, it will show only the new amount owed, you will have to mail a check with the return. 

Three weeks after you mailed your amendment, you can start tracking its progress at the IRS Where's My Amended Return? site.  It can take the IRS up to 12 weeks or longer to process them.

Please read this TurboTax FAQ for instructions on amending your 2017 tax return: How do I amend my 2017 TurboTax Online return?

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