Tax Year Prior to 2020: Should I bother amending an accepted filing after receiving a 1099-DIV that does not change my return amount?

Forum|Forum|7 years ago
February 12, 2019
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Should I bother amending an accepted filing after receiving a 1099-DIV that does not change my return? I waited and thought I received all additional 1099-INT, MISC and DIV but I was wrong.

Its a 1099-DIV for a large sum of $3 and it didn't change (reduce) my refund. I know the IRS will receive a copy as well but is it something I need to be **bleep** about?

Thanks!

Amend

HollyP

Employee

No, you do not have to file an amendment. In this case, the amended return would be in the amount of $0 and is not required. I would advise you to keep the 1099-DIV with your tax records, just in case the IRS ever sends you a notice asking about the missing form.

However, if the amended return results in any taxable difference, then you should file to avoid any interest or penalties. For instructions see our How to amend instructions.

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