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After you file
Always make a paper copy of what you filed for your records.
You will need it if you are audited by IRS, or to amend.
If schedule D was not included then you did not import your 1099-B successfully, if at all.
If you had sell transactions in 2021, Schedule D is required, so IRS is correct in that respect.
You'd have to file an amended return.
If your amended return, with Schedule D, matches the additional tax shown in IRS letter,
you could just accept the IRS finding.
You have the same problem with your 2022 return, you will have to amend it.
P.S. Many have complained that the box was checked and got an IRS letter.
You may have a claim under the TurboTax accuracy guarantee.
Good luck with that one.
‎October 27, 2023
3:18 PM