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Forgot to include the form 8958 with my e-filed Federal.

I completed my son's taxes yesterday, and he E-Filed the Federal already after it was completed. I reviewed everything and noticed that I forgot to include the Form 8958 with his Federal return. He received the text stating that the Federal was accepted by E-File. Do I have to amend his Federal now to include the Form 8958?  If so, when do I do the amendment to include it. Thank you.

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LinaJ2020
Expert Alumni

Forgot to include the form 8958 with my e-filed Federal.

You only need to amend if adding the form changes your total refund or tax due. 

 

If your return has been accepted, you might need to amend by filing a Form 1040-X.  Click here for instructions Amend 2019.  Please note that you should not try to amend your return until it has been fully processed and you have received your refund or your payment has cleared.  If by editing the information does not change the refund or amount you owe, you do not need to submit the amendment. 

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1 Reply
LinaJ2020
Expert Alumni

Forgot to include the form 8958 with my e-filed Federal.

You only need to amend if adding the form changes your total refund or tax due. 

 

If your return has been accepted, you might need to amend by filing a Form 1040-X.  Click here for instructions Amend 2019.  Please note that you should not try to amend your return until it has been fully processed and you have received your refund or your payment has cleared.  If by editing the information does not change the refund or amount you owe, you do not need to submit the amendment. 

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