I did not receive any notification from IRS. I noticed it this year when I was doing my return. Last year I just entered the total line from the 1099 from E*trade and didn’t enter each sale separately.
This tax year I entered the sales individually and then Turbo Tax asked about the adjusted number from the stock plan transaction supplement and that is when I realized that I didn’t do that on my 2023 return.
So I went to look at last year’s return and realized that I entered the stock sales incorrect. I created a spreadsheet to enter the sales individually to come up with the numbers I should have used (that match the supplement) and assume when I file the amendment for 2023 I can enter one line to match the supplement.
I created an amended form for 2023 and if I would have filed taxes last year using the supplement the refunds balance.
