IRA Year-End Valuation

1 reply
31 views

I received a 2016 IRA Year-end Valuation (YEV) after I had filed my taxes. Do I need to file an amendment to my taxes? I did not have any withdrawals from the IRA.

TurboTax Online

BillM223Answer

Level 15

No, you do not have to file an amended return. So long as you had no distributions (as you noted), this form is merely informational. Just place it in your tax file.

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

BillM223Answer

Level 15

No, you do not have to file an amended return. So long as you had no distributions (as you noted), this form is merely informational. Just place it in your tax file.

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