You said: If you mailed Form 1040-X and did not attach Schedule D you did not attach the required supporting document.
But my 1040X that I mailed to the IRS did have the correct Schedule D with accurate cap loss carryover as part of the multiple page amendment I printed and mailed to the IRS .
You said; Regarding your original omission, as far as I know, there is no user-selectable option to not apply a capital loss carryforward.
Then how did this omission of my capital loss carryforward happen?
My 1040X Amendment has a corrected Schedule D already. And my AGI is accurate. With the double imported interest amount removed that lowered the AGI by $2,054, and lowered it by $3,005 for using $3k of my cap loss plus $5 for CIL.
I don't see why I would need to file a 1040X No.2
What I find troubling about all this, is when I did my 1040X it displayed a refund of $661 when I entered the $3k capital loss carryover. So, why didn't I get a $661 refund to correct not having used my capital loss carryover on my original 1040-SR?
I'm totally confused because my 1040X shows this:
Summary | Amount to be Refunded $ 1,113.00 (which is for the two corrections of $452 + $661)
Line 7( Capital gain or (loss): -3,000 (Though it did not include the $5 for CIL fractional share.)
I think my Adjusted Gross Income was reduced accordingly per the 1040X entries.
I find it confusing in terms of what was wrong with my 1040X, and why it is suggested that I need to file a 1040X No.2 when it seems No.1 was correct with the exception of Line 7 not including the $5 for CIL; it should have been -3,005 instead of -3,000. Help!
