Tax amendment

Forum|Forum|2 years ago
April 24, 2024
1 reply
11 views

Greetings,

I amended my Tax submission because I forgot to enter a 1098 associated with my mortgage. The amount I owe Federal/State were deducted from my bank account already. There was no additional amount to pay.

Do I need to mail any paperwork to IRS for this amendment?

Thank you

Ask the Experts - Refund II - April 2024

AnnetteB6

Level 15

If including the 1098 associated with your mortgage did not change your return at all or affect your bottom line, then you do not need to file the amended return. Filing the amended return would only be needed if you were receiving some of your original balance due back in the form of a refund, or if you owed additional tax.

It may not have changed anything if your original return used the standard deduction and the additional mortgage interest did not cause the itemized deductions to be the better choice for your tax situation.

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