NelehCr0z
Returning Member

Revised Statement as of April 26, 2024

I just got a notice from my bank that they sent a Revised Statement as of 4/26/2024 of my 2023 Tax and Year-End Statement to the IRS.

This revised statement now has information on the Summary of Form 1099-OID box, which previously was empty when I got the original statement last February 15, 2024. It now has an amount of over $200 in the first line with the description, "Original Issue Discount (Non-US Treasury obligation). This is related to the Fixed Rate Notes that I bought last 6/27/2023, and for which I have not received any interests yet. This notes will mature this year on July 30, 2024.

 

Since I already filed my tax return last March 15, 2024. I don't know what to do with this notice. Am I required to file an amended return? Or can I just include this 1099-OID information when I file my 2024 Tax Return next year? Please advise.

 

I will greatly appreciate your prompt reply. Thank you in advance.