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March 10, 2020
Question

What is the process when u have sticks but didn’t file a 1099 form until after ur w2 was filed

  • March 10, 2020
  • 1 reply
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1 reply

March 10, 2020

Sticks? Can you clarify your question a  little further?

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March 12, 2020

I meant what is process when u have stocks but didn’t file them with your w2

DoninGA
Employee
March 12, 2020

@ebonyleesang wrote:

I meant what is process when u have stocks but didn’t file them with your w2


You will have to amend the tax return to add the Form 1099-B for investment sales.

 

An amended tax return, Form 1040X, can only be printed, signed, dated and mailed by you to the IRS, it cannot be e-filed. The IRS will take up to 4 months to process the amended tax return. Wait until you have received the tax refund or the taxes owed have been paid and processed by the IRS before amending the tax return.


To access your online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on the Year and Click on Amend (change) return


See this TurvrboTax support FAQ for amending a 2019 tax return - https://ttlc.intuit.com/community/tax-topics/help/how-do-i-amend-a-2019-return-in-turbotax/01/1238456#M4600