I received a 1099-DIV tax form after I already filed. The amend section isn't available yet & I don't want my refund to arrive before I update. What do I do?

jllanger37 — Sat, 14 Feb 2026 19:32:24 GMT

I didn't add or withdrawal any money from the account but dividends triggered the tax form the agent said.

Re: I received a 1099-DIV tax form after I already filed. The amend section isn't available yet & I don't want my refund to arrive before I update. What do I do?

VolvoGirl — Sat, 14 Feb 2026 19:38:52 GMT

Why don’t you want the first refund to arrive? You can’t amend until the IRS is done processing your return and you get the first refund. And the amended 1040X won’t be ready until Feb 19 or later.

Then the amended 1040X return is only for the difference you get back or owe. I think the cover sheet shows what the original return WOULD have been if you did it right the first time. Ignore the new 1040 that might print out.

Go by the actual 1040X. Line 18 should be your original refund amount and line 22 should be your additional refund. If you paid on your original return it will be on line 16. If there is an amount owed with the amendment, it will be on line 20.

topic I received a 1099-DIV tax form after I already filed. The amend section isn't available yet & I don't want my refund to arrive before I update. What do I do? in After you file

I received a 1099-DIV tax form after I already filed. The amend section isn't available yet & I don't want my refund to arrive before I update. What do I do?

Re: I received a 1099-DIV tax form after I already filed. The amend section isn't available yet & I don't want my refund to arrive before I update. What do I do?