I use TT Classic Deluxe desktop, and keep careful track of the .tax20xx data files that TT loads.
For my 2024 return prep, I am seeking insight into the handling of carryovers, etc., when my 2023 return, e-filed 4.15.24 accepted, is not yet processed (don't even ask why, as, despite two phone calls and two meetings with my local IRS office, nobody can seem to tell me what the hold up is). Further, I found some errors in my 2023 return as filed, and am standing ready with an amended 2023 return to file when the IRS eventually finishes processing my 2023 return. (My research indicates that I should not jump the gun and file my 2023 1040-X until then.)
For 2024 prep: do I ensure that TT is referencing the ORIGINAL 2023 .tax2023 return as filed -- I think this may be the correct approach -- OR do I ensure that, at least as to any corrected carryover items, that my 2024 return references the 2023 return with the corrections I believe are necessary at this time, and that I have entered in my "ready but not filed" amended 2023 .tax2023 file?
I think my preference in preparing 2024 is that, when I encounter items for which my self-discovered corrections to 2023 have an effect , that I NOT perpetuate them in my 2024 return. I am comfortable with using Forms Mode to edit carryover amounts and add Supporting Statements.
Thanks in advance for help with the concept, and with the handling of the TT software for 2024.
