Forgot to include 1099-DIV with non-taxable dividends

[eugenel]

Hi,

I e-filed my 2019 return. Both federal and state returns were accepted, I paid money owned on federal return  and received some money back from California.

But then I realized that I didn't include a 1099-DIV form from an investment account in which I only had California municipal bonds.

All dividends reported on this form are non-taxable both on federal and state level. So, this form doesn't change my taxable income in either return. Should I still file an amended tax returns to include this form?

[Critter-3]

If you completed an amended return and nothing changed then you do not need to mail it in.  

[eugenel]

Tax-exempt interest (Form 1040, field 2a) has changed on the federal return. And now there is one more line in Schedule B, part 2 with amount = 0$. Nothing else changed as far as I can see.

Similar change on CA tax return with no increase in taxable income.

 

[Anonymous]

if tax-exempt interest changed, I would expect no change in the taxes on the federal return.  since the amount in 2a changed there should be a change in CA taxable income unless the interest is also exempt in Ca. however, if the tax tables are used, the increase in taxable income if small enough would not change the taxes.  

[eugenel]

The interest is tax-exempt in California too as it comes from California municipal bonds. I started an amended tax return, added this 1099-DIV, and taxable income didn't change on both federal and state returns. The only change is in the field 2a on form 1040 (tax-exempt interest) and a similar field on state tax return.

[Critter-3]

You only need to mail in amended returns that have bottom line changes in the IRS/state's favor.