The old file contains important entries. You must keep up with the AMT, carryovers, etc. You need to get this year's tax return accurate and decide which method is best for you moving forward. You were smart to compare and see the issues. Things change and the best method might be something new next year.
I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your carryover information, and proof of your basis in your various investments. You must keep tax records from the time you purchase until sold/ loss used plus 3 years. It is very easy to lose track of disallowed losses, carryforwards, and basis. This can be a digital or paper notebook.
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