@cjs56484 wrote:
I am experiencing the same dilemma as I filed weeks ago and already received my tax refund; but just realized as of recently that I didn't claim my 1099-G when filing! I only declared salaried income (I was unemployed for a few months in 2020).
It wasn't until I received the recent notification email from Intuit Turbotax about the American Rescue Plan that I realized my mistake! My state (WI) didn't send me a paper 1099-G; so hence why I forgot to include it when filing. I had to log into my UI account today and downloaded a copy of my 1099-G. I am freaking out because I now have to wait until the IRS starts accepting amended returns; and that is being postponed until the IRS figures out the new changes with the American Rescue Plan + unemployment tax refunds they plan on giving back to taxpayers. What should I do? Should I contact the IRS to let them know I inadvertently messed up? Or wait?
Thanks!
Since you never filed the original tax return with unemployment compensation you should amend the 2020 federal tax return to include the UC and the exclusion. If you e-filed the original tax return you can e-file the amended return.
Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.
See this TurboTax support FAQ on amending a tax return originally completed and filed using the 2020 TurboTax editions - https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-return/01/27439
