@Bsch4477 thank you. And I have read that previously--not to amend until the first return is processed and liability settled. However, two separate IRS representatives [phone number removed]) after looking into our filing told us that it is not only okay to amend now, they prefer it. One actually said that they would encourage us to file an amended return now.
This is inconsistent with posts I've read, so we're not sure what to do.
Regarding #2, you wrote to "not include the other forms mentioned". Presuming they are the 1099-B and -INT, are they not part of the "supporting documents for the change"?
Not trying to belabor the point, just want to get it right. Thanks again!
