- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I missed a tax doc
I already received my refund but I forgot a small $30 portfolio I had. Do I need to refile?
Topics:
posted
June 1, 2019
12:07 AM
last updated
June 01, 2019
12:07 AM


1 Reply
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I missed a tax doc
You don't have to report that you hold investments, just the income they earn. If you forgot to report income, you should prepare an amended return and see if it changes your tax bill.
Alternatively, for that small amount, if you just wait, the IRS will probably send you a bill if they spot the missing income and if it changes your tax owed, and you could pay then.
*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*
June 1, 2019
12:07 AM
Still have questions?
Make a post