I need to file a 1099-DIV after filing the basic forms.

Forum|Forum|7 years ago
June 3, 2019
1 reply
14 views

I filed the basic forms but forgot about some trading losses early 2016. Can I now change my filing to account for the losses and file a 1099-DIV?

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PopeyeTheSalior

Level 13

Once you have filed your taxes, you cannot return to your account to make changes, unless your return got rejected.

If you have already e-filed, wait until your return is accepted or rejected by IRS / the state.

-If your return is rejected, add or edit your new information (along with anything else that needs to be corrected) and then re-submit your return. See Fix a reject

-If your return has been accepted- you cannot change the information. Instead, you have to amend a return. See instructions below.

IRS does not allow e-file for amendment, you will need to submit the amendment forms with related supporting documents by mail. (Follow instructions through the step-by-step interview questions in the program)

If your original return generates a refund, you should wait until your original refund arrives before you file your amendment. You can cash your check, but you still should wait until your current tax return is resolved. Note that if you see " Do Not File" watermark on your Form, this means your original return is either still pending or forms are not finalized yet.

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