turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

kwitte3
New Member

Do i need to file an amended federal and state return? I forgot to report an early retirement distribution in 2015 and the IRS sent me a bill for taxes due which I paid.

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
MinhT
Expert Alumni

Do i need to file an amended federal and state return? I forgot to report an early retirement distribution in 2015 and the IRS sent me a bill for taxes due which I paid.

If the IRS has sent you a letter and bill for taxes due on the distribution in 2015 and you have paid the back tax, you do not need to file an amended federal tax return. The omission has been solved by your tax payment.

If you have not heard from your state revenue, you may wish to file an amended state return and pay the state tax due.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
MinhT
Expert Alumni

Do i need to file an amended federal and state return? I forgot to report an early retirement distribution in 2015 and the IRS sent me a bill for taxes due which I paid.

If the IRS has sent you a letter and bill for taxes due on the distribution in 2015 and you have paid the back tax, you do not need to file an amended federal tax return. The omission has been solved by your tax payment.

If you have not heard from your state revenue, you may wish to file an amended state return and pay the state tax due.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies