I just retired last year and I received several 1099r. I received one after I filed. I have read not to amend until I receive refund or until IRS rejects. The IRS has accepted my return, should I wait or file a amended return?
Hello Denise,
I would recommend that you wait. The IRS says that if there are omitted forms, they will usually request those from you before they finish processing your return.
https://www.irs.gov/newsroom/if-you-must-amend-your-return#:~:text=You%20should%20amend%20your%20return,the%20IRS%20will%20correct%20those.
If you get your refund back and there has been no changes to it, then I would recommend proceeding with the amendment.
Kiarab, Thank you for the help, I will wait and hope they reject my filing. I will try to be patient
You are appreciated!