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Level 2
Jun 6, 2019 10:20 AM UTC
Solved

Need to file amended return?

After filing my return I realized that form 8949 was incorrect. The adjusted cost basis for some ESPP sales were entered directly in column (e) instead of columns (f) and (g). The gain/loss amounts in column (h) are correct (and my total refund is also therefore correct), but do I need to file an amendment to correct form 8949?
Answer
Jun 6, 2019 10:20 AM UTC

No, I would not file an amendment, unless the actual forms or amounts changed. 

I would save that information for 7 years (you should save all information regarding taxes for 7 years) just in case the IRS asks about it.

3 replies

Answer
Jun 6, 2019 10:20 AM UTC

No, I would not file an amendment, unless the actual forms or amounts changed. 

I would save that information for 7 years (you should save all information regarding taxes for 7 years) just in case the IRS asks about it.

Level 2
Jun 6, 2019 10:20 AM UTC
thank you for the quick reply, much appreciated!