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New Member
posted Mar 27, 2023 2:58:16 PM

Form 2439 Received After Filing

Hello,

I filed my 2022 taxes electronically this weekend and I received Form 2439 in today's mail. My understanding is that I may be entitled to a refund based on the taxes paid listed on the form but I am wondering if I am required to do anything. The tax paid was only $1.53. Can I just keep my return as submitted or do I have to amend it?

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1 Replies
Expert Alumni
Mar 27, 2023 3:16:20 PM

In principle, you should report the undistributed capital gain appearing on form 2439 on your Schedule D.

 

However, as this is de minimis, I would not bother amending your tax return.