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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1 Best answer

Expert Alumni

Jun 3, 2019 1:07:55 PM

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 Amendment. Form 1040-X should be available in mid-February.

Expert Alumni

Jun 3, 2019 1:07:55 PM

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 Amendment. Form 1040-X should be available in mid-February.

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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?