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New Member
posted May 31, 2019 8:08:39 PM

I prepared amended 2015 return to add 1099-B long term loss for carry-over. it has no bottom-line impact to 2015. Do i need to send in amended or just keep for records

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New Member
May 31, 2019 8:08:42 PM

Yes, you should amend your return in this case, even though there is no current impact.  You are required to report your capital loss (and related future carry over) on Schedule D.  If you don't file the amendment, your carry over would be disallowed.

1 Replies
New Member
May 31, 2019 8:08:42 PM

Yes, you should amend your return in this case, even though there is no current impact.  You are required to report your capital loss (and related future carry over) on Schedule D.  If you don't file the amendment, your carry over would be disallowed.