DaveF1006
Expert Alumni

Deductions & credits

Essentially, what I said and your suggestion are the same thing, just interpreted differently.  First of all, I suggest preparing the 2022 amendment first to get the final numbers on your 2022 taxes. Then, use a spreadsheet (or something else) to see how the new 2022 numbers change your 2023 and 2024 carryovers.

 

File 2025 electronically using the "Corrected" 2024 Ending Balance: Even if you haven't mailed the 2022/23 amendments yet, use the accurate numbers on your 2025 return. 

 

Mail the amended returns together. You might send a letter with the Amendments explaining that you electronically filed a 2025 return that included the correct data that was derived from these amendments. Remember, the electronic 2025 return will be received by the IRS much sooner than your mailed amendments. You are filing your 2025 returns before the amendments arrive at the IRS.

 

You don't‌ need for the IRS to accept your 2022/2023 amendments before filing 2025. You just need to be accurate. In my previous answer, I suggested you PREPARE your amendments first so that your 2025 electronically-filed return is accurate. Just remember, this electronic file will be received much earlier than your mailed amendments.

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