@Mike9241 Thank you for the clarification. I think Option 2 may be best for me, as using the self-identified corrections for 2023 in preparing my 2024 return may reduce the likelihood of an IRS adjustment for 2024. If they find something else in 2024, chips fall, and I will deal with it in due course as usual. I understand that my 2024 return, like my 2023 return, may take a long time to resolve.
Mike, in my reply two boxes above, do you see anything off base in the concept and labeling of the "informational attachment returns" that I may need to submit with a dispute and explanation if I get a notice? My intention with that approach is to try and make my written submissions clear, with submission dates, to help avoid confusion that may result from the long delays at the IRS in opening mail, etc. Am I right that such "informational attachment returns" should not be signed, to distinguish them from my official filed returns and amended returns? Would appreciate your take on this aspect.
Thanks so much.
