Is an amended return required if changes occur but do not alter tax liability?

[gt4or4]

I received a corrected 1099B, but the change didn't alter tax liability.  Do I need to file 1040X?

[jratt724]

how do I get old w2S

[Rick19744 · Accepted solution]

In this case you would not need to amend if there is no change in your tax liability.

Under the IRS matching program, they send notices to taxpayers if they believe a correction is necessary.  This does not mean the IRS is always correct.  So if you do get a notice, make sure you respond accordingly.  The IRS does not like being ignored; and I can't blame them.

Additionally, make sure there is no impact at the state level.