DianeW777
Expert Alumni

Get your taxes done using TurboTax

It depends. The IRS may not immediately see the carryover from 2023 is not the same on the 2024 tax return. Eventually the numbers will be evident. If you choose not to amend, then you should not change the figure from your 2023 return. This would mean you will lose the $2,000 that was accidentally omitted.

 

If you want to use that figure in your 2024 tax return, then there's no question, the 2023 return needs to be amended.

 

In reference to the other question, the answer is yes. I agree with fanfare. You can mail only the 1040-X, Schedule D and Form 8949. I would be inclined to include your capital loss carryover worksheet only because it's an amendment. Worksheets are not actually required to be filed, so your explanation will suffice if you choose to leave the worksheet out.

 

@Snowy_Desert 

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