Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 1, 2019 12:07:21 AM

I missed a tax doc

I already received my refund but I forgot a small $30 portfolio I had. Do I need to refile?

0 1 1133
1 Replies
Level 15
Jun 1, 2019 12:07:21 AM

You don't have to report that you hold investments, just the income they earn.  If you forgot to report income, you should prepare an amended return and see if it changes your tax bill.

Alternatively, for that small amount, if you just wait, the IRS will probably send you a bill if they spot the missing income and if it changes your tax owed, and you could pay then.