Thank you kindly for your response!
Those instructions are in the 1040X instructions under the heading "Carryback claim—credits and other losses" That section is just after "Carryback claim—net operating loss (NOL)" which says:
Enter “Carryback Claim” at the top of page 1 of Form 1040X. Attach a computation of your NOL using Schedule A (Form 1045) and a computation of any NOL carryover using Schedule B (Form 1045).
It is my understanding that "credits and other losses" would be for things like theft, natural disasters, and investment losses. Like NOL, these can be carried back, but I am second-guessing as the documentation requirements seem a lot higher compared to NOL carryback.
Do the 1040X instructions in "credits and other losses" apply in the case of a NOL carryback? Otherwise I am inclined to just attach the Schedule A (Form 1045) to my 1040X (skipping optional Schedule B as there is no remaining carryover) per "Carryback claim—net operating loss (NOL)". I am inclined to assume the IRS already has the supporting forms from my original return, and will electronically run and verify the NOL computations and refiguring (since a tax refund is at stake).
Thanks again!
