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

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

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

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"

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

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"

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