I filed my taxes ahead of time and just received two forms for my former brokerage (I had switched from Folio to Fidelity in the middle of 2022). I received Forms 1099 (summary) and 8949 (Sales and Other Dispositions of Capital Assets). How do I go about submitting an amendment? Should I wait until I get my refund first (IRS already accepted my e-file)?
Yes, you should wait until you recieve your refund, or some type of correspondence from the IRS. Because you have missing items on your return as filed, the IRS might propose changes to based on what was reported to them. The fact that your e-file was "accepted" doesn't mean your return has been processed. Once you have received your return and are ready to amend,