Arg! I totally forgot about some funds I purchased on the Fidelity app and did not download any tax forms. Unfortunately, there were some dividends, and they did provide a 1099-DIV form. It is only $400, but that is about $160 of tax that I owe.
I just sent the form to my tax accountant to see if I need to file an amendment. Both the IRS and California FTB owe me a large refund that I am applying to next year’s taxes so maybe we can just adjust the prepayment credit.
I hate taxes. It is so complicated, even for a finance guy.
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My tax guy said the amount is too small to worry. We will let the IRS and FTB contact me later, probably several months later.
Life with chronic diseases 