Well, here's an update on my issue:
After a lengthy phone conversation with an obviously very experienced and efficient, 'all-business' IRS agent (and him adding succinct and specific notes on my account) I was told to resubmit my 1040X amended tax return again without any changes being needed - except for me to add a note in the Part ll 'explanation' box. My explanation note explains that my original 1040-SR tax return was completely void (blank lines) of my remaining Capital Loss Carryforward amount - of which $3,000 of that carryforward amount should have been available for my 2023 tax return. This omission resulted in me paying $661 too much tax, for which I am requesting an adjustment resulting in a refund of $661.
According to the IRS agent the omission of my remaining Capital Loss Carryforward amount on my original 1040-SR appeared to have generated the rejection of the adjustment I had requested in my 1040-X amended tax return, which was intended in part to correct this Capital Loss Carryforward issue and to refund $661 the adjustment would provide me.
The IRS agent spent numerous minutes throughout the phone call reviewing both my original 1040-SR and my 1040X amended tax return I had mailed in - and I was told by the IRS agent that me re-filing the same 1040-X amended tax return again with no changes - except for my added notes in the Part ll 'explanation' box - (along with the IRS agent's succinct notes he added to my account) should provide the adjustment I'm seeking to use the allowed maximum $3k of my Capital Loss Carryforward, which will result in a $661 refund finally being paid to me.
The IRS agent told me the apparent glitch in the TurboTax software that caused the complete omission of my Capital Loss Carryforward on my original 1040-SR tax return was what likely caused this very frustrating problem that has taken many months for me to resolve. He seemed to think that me re-filing my 1040X again with my added explanation, along with his concise notes he added to my account, will finally take care of this matter.
I realize that TurboTax offers customers the means to self-prepare their tax return and that it is the responsibility of the taxpayer to review and check the return for accuracy before filing it, however for numerous past years TurboTax has always auto-filled my Capital Loss Carryforward amount on my tax returns and I had reasonable expectations for that to happen again with my 2023 tax return. The TurboTax software glitch that completely neglected to auto-fill my remaining Capital Loss Carryforward on my 2023 tax return has not been a pleasant experience for me. I just hope it doesn't happen again!
