TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 1

Solved

I accidentally used my 2015 SS income SSA-1099 instead of my 2016. There is an $11 difference. Will this affect my refund.?

Forum|Forum|7 years ago
June 1, 2019
1 reply
29 views

I have $655 a year taken out of my $570 a month retirement fund.

Best answer by PatriciaV

Yes, it may affect your refund, as the IRS may adjust your return for the actual SSA-1099. Wait until the IRS has processed your return and sent your refund (if any). Then wait two to three months to see if you receive a letter from the IRS revising your original return.

If you owe more tax, the IRS will recalculate the tax you owe and send you a bill. This is a fairly easy process and a lot less hassle than preparing an amended return, which has to be printed and mailed (no e-file).

For more info:
Do I need to Amend?

How to Amend a Return You Already Filed
(you can't do this until mid-February, when TurboTax releases Form 1040X).

PatriciaVAnswer

Alumni - Intuit

Yes, it may affect your refund, as the IRS may adjust your return for the actual SSA-1099. Wait until the IRS has processed your return and sent your refund (if any). Then wait two to three months to see if you receive a letter from the IRS revising your original return.

If you owe more tax, the IRS will recalculate the tax you owe and send you a bill. This is a fairly easy process and a lot less hassle than preparing an amended return, which has to be printed and mailed (no e-file).

For more info:
Do I need to Amend?

How to Amend a Return You Already Filed
(you can't do this until mid-February, when TurboTax releases Form 1040X).

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"