Income Tax Returns
I received a late Interest/Dividend statement from Charles Schwab but I already filed my income tax return, do I need to file an amended return?
Terry Says
I wouldn’t bother unless it is a substantial amount. They will probably contact you about the discrepancy. But given how messed up the IRS is, a revised return might cause even more complications! In previous years, I would have recommended an updated filing. But it’s hard to answer that question now.
