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October 12, 2024
Question

Revised 1099B

  • October 12, 2024
  • 1 reply
  • 0 views

I received a 2023 Revised 1099B over the summer. It will change my capital loss carryover in my favor but does not change the taxes I owe for 2023. I sent hard copies of the 1099B to the IRS when I filed taxes electronically through TurboTax. Uploading from the brokerage did not work properly with Turbo Tax at that time so I did not have an option.

 

Now I see there are options, what would you recommend?

 

a) File electronically an amended return and then send the IRS hard copies of the revised 1099B

b) Paper file amended return with revised hardcopy 1099B

c) Try to upload brokerage information into TurboTax and then file an electronically amended return with no hardcopy 1099B

d) Another option I am missing?

 

 

    1 reply

    Employee
    October 12, 2024

     

     

    rf_eeAuthor
    October 15, 2024

    Thanks and why do you suggest that?

    Employee
    October 15, 2024
    No text available