After you file

I'm not getting any meaningful help to accomplish my goal of getting my refund of $661 that has not been paid for one correction in my 1040X although I was paid for another correction in my 1040X. That was th purpose of starting this thread...   

 

I have reviewed my original 1040-SR  tax return that had blanks (nothing) for my capital loss carryover on Lines14, 15 and  21 of Schedule D, but the $5 for CIL was on Line 16.

 

My AGI on the  original 1040-SR filing was $192,129 but that included $4,108 interest from one payee which should have been half that amount or only $2,054 (because it was imported twice, so by correcting the interest with my 1040X  that correction lowered my AGI by $2,054. Then, with the $3,005 for Capital loss plus $5 for CIL this reduced my 1040X AGI to $187,070 ($192,129 - $2,054 - $3,005 = $187,070).   $187,070 AGI is clearly shown as the corrected AGI amount on my 1040X for Line 1 Column C.   This confirms the reduction of AGI is correct on my 1040X.

 

With respect to the Schedule D, I have reviewed my 1040X that  I mailed to the IRS to correct the interest issue and for not using $3k of my capital loss carryover. And I think the Schedule D in my 1040X is correct and was sent as part of my 1040X Amendment filing as follows: 

 

On both Lines 3 & 7 of the 1040X Schedule D Part l was: $5. for CIL of a fractional share

On Line 14 of the 1040X Schedule D Part ll was: 233,898 (there is no minus sign before the figure)

(This is the correct capital loss carryover amount for tax year 2023 as shown on my 2022 tax return)

On Line 15 of the 1040X Schedule D Partll was: -233,898 (with a minus sign before the figure) 

 (This is the correct capital loss carryover amount for tax year 2023 as shown on my 2022 tax return)

On Line 21 of the 1040X Schedule D Part lll was: 3,000.

 

My AGI on my 1040X is $187,070 - this reflects the reduction of $5,059 from the $192,129 AGI on my original 1040-SR - by virtue of a $2,054 reduction that came about from correcting the double importing of interest that I earned from one payee and the reduction of $3,005 for $3k of my capital loss carryover plus $5 CIL of fractional share; ($2,054 + $3,005= $5,059 reduction from the $192,129 AGI on my original 1040-SR  equals $187,070.

 

Everything about my 1040X that I mailed to the IRS seems to be accurate. 

 

All the above figures for my 1040X that I mailed to the IRS appears to me to be totally accurate and the correct entries to amend my original 1040-SR that needed two corrections; (1) to correct the omitted $3k capital loss carryover plus $5 for CIL and (2) for paying taxes on $2,054 too much interest.

 

My 1040X cover sheet even stated the correct total amount of the refund the IRS said I was to receive:

Amount to be Refunded $ 1,113.00  I agree that this $1,113 is the correct amount ;c/o $452 for the interest correction & $661 for the $3k cap loss correction)  

 

I'm at a loss to understand why anything different or further is needed by the IRS from me to get refunded the $661 that I'm due for using $3k of my capital loss carryover.

 

My 1040X Amended filing seems to me to be totally accurate and all the IRS should need  to fully understand and refund me the $661 that using $3k of my remaining capital loss carryover provides. 

 

Do you see any reason why the IRS has not refunded my $661? Could it be they are just way behind in sending out some refunds? It's strange that I have already received my $452 refund for the interest correction that was on the same 1040X as the capital loss carryover correction. 

 

What do you think?  What should I do now?