Submitted By: Harriet
Answered: August 19, 2016 12:02 pm

I just realized I forgot to attach Schedule B to my 2015 Form 1040 that I filed in April. What should I do now?

You don’t have to file an amended return or contact the IRS. The IRS will contact you by mail and ask that you send the schedule. The IRS letter will have instructions on where to mail it.

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Tax Glossary

Capital gain distribution

A mutual-fund distribution allocated to gains realized on the sale of fund portfolio assets. You report the distribution as long-term capital gain even if you held the fund shares short term.

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