Jim-from-Ohio
Level 11
Level 11

@PATAX say you complete a retrun.. two months later client contacts you with an amended 1099-DIV.  the only change was they allocated more to qualfied dividends.. results in $ 122 add't refund on the 1040X if you one is filed.. would you charge for that?  that is what happened to me yesterday.

0 Cheers