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March 27, 2025
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I need to paper mail my amended 2023, do I need to attach all papers of my original 1040and Schedule D?

  • March 27, 2025
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I need to paper mail 1040x to amended 2023 tax return.

I just correct the numbers in my Schedule D Line6, 7 and 16. (that I can get the right amount of capital loss carryover from 2023 to do my 2024 tax return)

Nothing changed in AGI, so nothing changed in 1040.

 

Here's my questions:

there are many pages for my form8949 (around 20 pages)

Do I need to print all of them and mail? 

    Best answer by Mike9241

    it seems you only adjusted the carryforawards from the prior year. Only send 1040X, 2023 Schedule  D, Schedule D from 2022 with the calculation of the carryforward amounts to 2023. There should be a worksheet in Turbotax for this in 2022

    1 reply

    Mike9241Answer
    March 27, 2025

    it seems you only adjusted the carryforawards from the prior year. Only send 1040X, 2023 Schedule  D, Schedule D from 2022 with the calculation of the carryforward amounts to 2023. There should be a worksheet in Turbotax for this in 2022

    payampsAuthor
    March 27, 2025

    Yes, I just adjusted numbers in 2023 Schedule D line 6, 7 and 16, no change on others.

     

    I just forgot fill in the amount of capital loss carryover from 2022 into 2023 Schedule D line 6, that cause Line 7 (net short-term capital gain or loss) and line 16 (total amount of  net short-term and net long-term) changed. 

     

    But someone told me mail the entire Form 8949 with your amended return, as it's essential for clarity regarding your capital loss adjustments.