Retiree25
New Member

1099-B Capital Losses

When preparing this year's taxes, I discovered that I failed to include 1099-B capital losses with my 2023 tax filing.  I just completed a revised 2023 return (1040X) and cannot efile that and getting instructions for mailing it it.  The amended return will include a loss carryover that my 2024 tax return will reference.  That carryover is not referenced in the efiled return from last year.  I'm concerned with the potential confusion that this year's efile may cause.  Any recommendations from this community on how I should approach this?