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Retirement tax questions
I suggest you prepare an amended return in TurboTax to see if any tax is due, in which case you can submit the amended return and pay the tax. It may be that the income is not taxable, as dividend income may not be taxable if your income is in a lower tax bracket.
You need to wait until your return is processed before you submit an amended return. You will see an option to prepare the amended return on your home page in TurboTax.
If it turns out you do not owe taxes, then you don't need to submit the amended return.
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March 24, 2021
4:51 PM