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March 27, 2023
Question

Form 2439 Received After Filing

  • March 27, 2023
  • 1 reply
  • 0 views

Hello,

I filed my 2022 taxes electronically this weekend and I received Form 2439 in today's mail. My understanding is that I may be entitled to a refund based on the taxes paid listed on the form but I am wondering if I am required to do anything. The tax paid was only $1.53. Can I just keep my return as submitted or do I have to amend it?

    1 reply

    March 27, 2023

    In principle, you should report the undistributed capital gain appearing on form 2439 on your Schedule D.

     

    However, as this is de minimis, I would not bother amending your tax return.

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