Expected refund after amendment, received payment notice

[taxfiler458]

I amended my tax return because a capital loss carryover was missed.  The amended filing showed an expected refund.  Instead, weeks later, IRS issued a payment due notice.

The transcript shows: 290 additional tax assessed

Called IRS and they said "Qualified Dividend Capital Gain Worksheet was used when Schedule D should have been used".  This could be a red herring so take it with a grain of salt.

What could be going on here?  How should I proceed?

[fanfare]

did you have gains or losses in 2023 or only a carry-forward ?

I'm guessing no gain/loss.

Did you attach Schedule D to your 1040-X?

IRS expected 1040-X Line 8 to show" SCH D ".

You can resubmit the amendment with explanation that Line 8 was wrong.

Amount paid Line 16 will depend on whether you send the $290 now or hold off for another IRS response.

@taxfiler458 

[taxfiler458]

Thank you for your response, @fanfare!

I had a small gain and a larger carry-forward loss.  The carry-forward loss was missed in the original filing.  Once it was added to Form 8582 (Passive Activity Loss Limitations), it resulted in the calculation of a refund.

Schedule D was attached to 1040-X.

Line 6 (tax liability method) of 1040-X shows QDCGTW.

Line 8 seems irrelevant (Subtract line 7 from line 6).

[fanfare]

I'm not familiar with 8582 and how it affects Schedule D,

and the proper tax worksheet to use in your situation.

Line 6 has the worksheet notation.

@taxfiler458