Thanks, Melinda! I left out an important detail about the home FMV. This was determined by time of death of my father, hence $700,000.
If I already don't owe anything and the refund is so small based on the taxes I paid in 2025 ($300) could I simply roll over the capital loss to next year? What I'm trying to do is avoid filing the 1040X but I guess that wouldn't be too much trouble to add the $3,000 to schedule D. Is that a simple process?
