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terbar607
New Member

What should I do if I receive a 1099R after I file my return? Should I file an amended return even though the amount is under $250 and only slightly changes my refund?

 
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Rachel_W
Expert Alumni

What should I do if I receive a 1099R after I file my return? Should I file an amended return even though the amount is under $250 and only slightly changes my refund?

Yes, I would recommend Amending your return to include the Form 1099-R even it makes a small difference, just to avoid any IRS notices in future years. 

You can click here for instructions on Amending your Tax Return: How to Change a Tax Return You Already Filed.

Note: You should wait until your return is fully processed and you receive your Refund before you file an AmendmentForm 1040-X should be available in mid-February.

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1 Reply
Rachel_W
Expert Alumni

What should I do if I receive a 1099R after I file my return? Should I file an amended return even though the amount is under $250 and only slightly changes my refund?

Yes, I would recommend Amending your return to include the Form 1099-R even it makes a small difference, just to avoid any IRS notices in future years. 

You can click here for instructions on Amending your Tax Return: How to Change a Tax Return You Already Filed.

Note: You should wait until your return is fully processed and you receive your Refund before you file an AmendmentForm 1040-X should be available in mid-February.

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