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cnyingliu
New Member

I have filed 2017 tax return. I found I forgot to file 1099-Div form from vanguard broker account. I have received state and fed tax refund. What I can do for the next.

 
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ModestaL
New Member

I have filed 2017 tax return. I found I forgot to file 1099-Div form from vanguard broker account. I have received state and fed tax refund. What I can do for the next.

If you have already e-filed or mailed the return, they accepted it and you have received your refund. Then, you will need to amend that return to make changes (add your 1099-DIV Statement). You will need to send in any forms that caused the need for an amendment (Original 1040 Form, new 1040X Form and 1099-DIV Statement). Print, sign and mail your forms to the IRS.

Here's a link to the IRS website with more information about 1099-DIVhttps://www.irs.gov/faqs/interest-dividends-other-types-of-income/1099-div-dividend-income/1099-div-...

Click here for instructions for amending a return.

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1 Reply
ModestaL
New Member

I have filed 2017 tax return. I found I forgot to file 1099-Div form from vanguard broker account. I have received state and fed tax refund. What I can do for the next.

If you have already e-filed or mailed the return, they accepted it and you have received your refund. Then, you will need to amend that return to make changes (add your 1099-DIV Statement). You will need to send in any forms that caused the need for an amendment (Original 1040 Form, new 1040X Form and 1099-DIV Statement). Print, sign and mail your forms to the IRS.

Here's a link to the IRS website with more information about 1099-DIVhttps://www.irs.gov/faqs/interest-dividends-other-types-of-income/1099-div-dividend-income/1099-div-...

Click here for instructions for amending a return.

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