Long story short, I was filing my 2025 taxes only come to realize I did not file 1099-B in my 2024 tax return (out of ignorance, only entered 1099-DIV and 1099-INT at the top of brokerage document). To make right, I launched TurboTax 2024, opened my 2024 tax return that I successfully e-filed to both IRS and Franchise Tax Board last year. I selected to Amend, and entered summarized 1099-B (no individual sales details). Afterwards, it gave me results on what I owe to IRS and Franchise Tax Board. At the end of the process, I tried e-filing and unsurprisingly it didn't let me since filing for 2024 is closed. I then elected to print the PDF document and noticed Form 8453-OL was generated.
My question is, should I include a copy of my 1099-B detailed transaction from the brokerage in my amended filing to both the IRS and Franchise Tax Board? There's no instructions to do so within the TurboTax generated documents and had understood this is needed.
As an added note, I also will submit Form 843 to request abatement as recommended by IRS agent via phone, please advise if it is recommended otherwise.
