Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Jan 26, 2025 4:36:14 PM

Do I Need to Amend My 2023 Tax Return for Missing $6.35 in Interest?

I did not file $6.35 in interest from Fidelity on my 2023 tax return because no 1099-INT was provided (de minimis). When importing forms from Fidelity into TurboTax, I assumed the import was sufficient. However, I recently discovered this omission, a year after filing. Should I file an amendment? Thank you!

0 1 3704
1 Replies
Level 15
Jan 26, 2025 4:38:25 PM

That amount of interest will probably not change your 2023 tax return for taxes owed or a tax refund.  So there is no need to amend.