If you receive a corrected 1099-DIV after filing (a little more income), but it does not change the expected refund, do you have to amend your return?

[judjohtax16]

There are changes to ordinary dividends, qualified dividends, non-dividend distributions and Section 199A dividends. Total is less than $500.

[Critter-3 · Accepted solution]

You should use the amendment process to see what difference if any this makes ... if the difference is in the IRS's favor then you must amend otherwise it is up to you but you can efile the return for free electronically so why not either way.  If there is no change at all the amendment doesn't need to be filed.

You should not amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.  

How to Amend

https://ttlc.intuit.com/community/amending/help/how-to-amend-change-or-correct-a-return-you-already-...

Look at the form 1040X …

Column A should have the figures from the original return, Column C the corrected figures and Column B the differences between the other 2 which needs an explanation on page 2 of the form 1040X.

If you completed it correctly you will see an entry on either line 16 OR 18:

On line 16 should be the amount you paid with your original return. If you paid nothing already then this line should be zero.

On line 18 should be the amount of your original refund you received.  If you have not received your refund yet then you need to wait for it.  If the refund changes from what you expected then this line must reflect that change.

Then you will see your extra refund on line 22 OR  the new balance due you need to pay on line 20.