Cynthiad66
Expert Alumni

Investors & landlords

You can send the forms needed now.  But please wait until the return has been fully processed by the IRS prior to amending.  Fully processed means that they either send your expected refund or issue a notice of Balance Due.  Once that is completed and match your expectations based on the filed return, then amend.

 

Sometimes, IRS will contact you during the processing phase if they have questions, if so you can present your amended information then without actually amending the return.

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