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Amy Fleming

Forgot to add a W2 to my tax return that was already accepted - should I worry?

I just realized I totally forgot to include a W2 on my tax return that I already filed and the IRS has accepted it. The W2 is only for $79.75 in wages from a side gig I did for like two days last summer. I'm kind of freaking out because I've never made a mistake on my taxes before! Is this even a big deal since the amount is so small? Does the IRS care about such a tiny amount? Should I file an amended return or just leave it alone since it's such a small amount? Really don't want to get in trouble but also don't want to go through the hassle if it's not necessary!

Alice Pierce

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You should file an amended return (Form 1040-X) to report the missing W2. Even though the amount is small, the IRS already has a copy of that W2 from your employer, so they'll notice the discrepancy eventually. The good news is that with such a small amount, any additional tax you might owe would be minimal. If you had withholding on that W2, you might even get a slightly larger refund! Better to fix it now than deal with a notice from the IRS later. The process isn't too complicated - you'll need to file the 1040-X showing the changes to your income and any resulting changes to your tax. Most tax software can handle this for you if that's what you used initially.

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Esteban Tate

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How long do we typically have to amend returns before the IRS comes knocking? I might be in a similar situation but with a 1099 I forgot about.

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Alice Pierce

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You generally have 3 years from the original filing deadline to amend a return. So for a 2024 return (filed in 2025), you'd have until April 2028 to file an amendment. For a 1099 situation, I'd recommend amending sooner rather than later. Since 1099 income usually doesn't have tax withheld, you might owe additional tax plus potential interest and penalties the longer you wait. The IRS matching program will eventually flag the missing income, so it's better to correct it voluntarily.

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I had almost the exact same situation last year! I forgot a W2 for about $120 from a weekend job. I was stressing about it until I found taxr.ai (https://taxr.ai) - they have this awesome tool that scans your tax documents and identifies exactly what you need to file and if you're missing anything. It found my missing W2 right away and guided me through the whole amendment process. Super easy! They even gave me a checklist for what forms I needed and how to submit everything. Saved me hours of stress and confusion.

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Elin Robinson

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Does taxr.ai work if I've already filed? I'm worried I may have forgotten to include a small retirement distribution. Can it scan for things after the fact or is it only for before you file?

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How does this work exactly? I'm always nervous about uploading my tax docs to some random website. Is it secure? And does it actually help with filling out the amendment form itself?

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Yes, it absolutely works if you've already filed! That's exactly what I used it for. You upload your documents and it compares what you filed with what documents you actually have, so it can flag missing items like your retirement distribution. Regarding security, I was worried about that too. They use bank-level encryption and don't store your actual tax docs after analysis. You can check their security page for details. As for the amendment help, they don't fill out the form for you, but they give you a detailed report showing exactly what needs to be amended and why, which makes filling out the 1040-X much easier. It basically tells you exactly what numbers go where.

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Elin Robinson

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Just wanted to follow up - I tried taxr.ai after asking about it here, and it was seriously helpful! I uploaded my tax return and all my documents, and it found that I had indeed forgotten to include a 1099-R for a small retirement distribution. The report showed exactly how this affected my taxes and gave me step-by-step instructions for filling out the 1040-X. The whole process took maybe 20 minutes, and now I'm not stressing about getting a surprise letter from the IRS. Definitely worth it for the peace of mind alone!

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Beth Ford

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If you're going to amend your return, be prepared for a loooong wait to hear back from the IRS. I had to amend last year and tried calling them multiple times to check status - impossible to get through! Then I discovered Claimyr (https://claimyr.com) which actually gets you through to a real IRS agent. You can see how it works here: https://youtu.be/_kiP6q8DX5c It saved me hours of redial hell. I was able to confirm they received my amended return and get an estimated processing time. The agent even gave me some tips about what to watch for in the mail. Way better than checking "Where's My Amended Return" tool that never seems to update.

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How exactly does this work? Is it like some kind of special phone number or something? The IRS phone system is the worst, I literally tried calling 8 times last month.

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Yeah right, sounds like snake oil to me. NOBODY can get through the IRS phone system. I'll believe it when I see it. If this actually worked, everyone would be using it.

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Beth Ford

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It's not a special phone number - they use technology that navigates the IRS phone tree and waits on hold for you. When they reach a live agent, they call you and connect you. You don't have to sit listening to that awful hold music for hours. The reason everyone isn't using it is that most people don't know about it yet. I was skeptical too until I tried it. It works by essentially doing the waiting for you - kind of like having an assistant who sits on hold so you don't have to. When they get a human, you get a call to connect with the agent. It saved me literally hours of frustration.

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I have to admit I was completely wrong about Claimyr. After posting that skeptical comment, I decided to try it anyway since I was desperate to talk to someone about my missing tax refund. It actually worked exactly as described! I got a call back in about 40 minutes (way faster than my previous attempts), and got connected to an actual helpful IRS agent who looked up my information and explained what was happening with my refund. For anyone dealing with amended returns like the original poster, this is definitely worth it. The agent I spoke with confirmed they're currently taking 16+ weeks to process amendments, but was able to give me specific information about my situation that the online tool never showed.

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One thing to consider - even if the W2 is only for $79.75, the IRS might send you a CP2000 notice eventually if you don't amend. They match all W2s with tax returns and flag discrepancies. It's automated so even small amounts get caught. I learned this the hard way a few years ago with a tiny 1099. The notice included interest charges too. Better to just fix it now!

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Amy Fleming

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Thanks for mentioning this! This is exactly what I was worried about. Do you remember approximately how long it took before you got the notice from the IRS? And was the process of dealing with it really complicated?

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I got the CP2000 notice about 8 months after filing my return. The process wasn't super complicated, but it was definitely more annoying than if I had just amended right away. The notice listed the discrepancy and calculated what I owed including interest. I had to either agree and pay, or explain why I disagreed. Since they were right, I just paid it. The whole thing probably took an hour of my time to deal with, plus I paid more because of the interest charges. If I had amended early on, it would have been simpler and cheaper.

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Joy Olmedo

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In my experience, the IRS computer system will eventually catch this discrepancy and send you a notice. It might take 6-12 months, but it's pretty much guaranteed since employers send W2s directly to the IRS. With such a small amount, you'll probably owe less than $15 in additional tax, but they might add interest and a small penalty by the time they get around to notifying you.

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Isaiah Cross

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Would the IRS really add penalties for such a tiny amount? Seems excessive.

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