topic Forgot to include form 1099-B from Etrade in After you file

Forgot to include form 1099-B from Etrade

hjcg1988 — Sun, 18 Feb 2024 08:35:32 GMT

I forgot to include my form 1099-B from E-trade in my filing. I started an amend and i found out i left some money on the table, not much like 78 usd from federal and 33 usd from state.

Both returns federal/state were already accepted, what should i do?

Should i wait to get my original refund and then submit the amend?

Re: Forgot to include form 1099-B from Etrade

ee-ea — Sun, 18 Feb 2024 09:12:03 GMT

Should i wait to get my original refund and then submit the amend? Yes, wait for the refund.

Re: Forgot to include form 1099-B from Etrade

Cynthiad66 — Sun, 18 Feb 2024 19:24:36 GMT

Yes, please wait until your returns have been fully processed and you have received your refunds before amending. This helps to avoid confusion. Also, the IRS may correct certain errors on a return and may accept returns without certain required forms or schedules. In these instances, there's no need to amend your return. However, file an amended return if there's a change in your filing status, income, deductions, credits, or tax liability