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Do I need to amend my tax return if I forgot to report a 1099-B stock investment from my employer? My refund will be $0 and I won't have to owe anything.
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After you file
If what you're describing is correct, you most likely don't need to amend.
In IRS Topic No. 308, Amended Returns, the IRS states that you need to "file an amended return if there's a change in your filing status, income, deductions, or credits."
The IRS has a good tool that can help you determine if you should file an amended return to correct an error. Please see "Should I File an Amended Return?" to use this tool.
Also, you can see the TurboTax article "Do I need to amend?" for additional information.
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After you file
I used the tool and it says that nothing has changed, but I am just wondering whether reporting the 1099-B from the stock options when they get vested need to be reported when I have already paid taxes for them, which is why overall nothing changed in terms of owing or getting a refund.
"You need to report a tax form you forgot about or received post-filing (most commonly a W-2, 1099, or 1095-A)." It says most commonly a 1099, so I am not sure if a 1099-B form counts or if it would have already been accounted for through my W-2.
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After you file
The IRS instruction is (most likely, intentionally) vague as to what has to be reported, but reporting would be the prudent thing to do, and I’m sure it would alleviate any concerns that you might have.
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