I believe I might have solved my problem. I do need to amend because I didn’t use the numbers from the Stock Plan Transaction Supplement, because if I had, my refund would have been larger since I had sold some stocks at a loss.
I used my 2023 return in TurboTax and recalculated by entering the sales individually using the stock plan supplement and the refund I should have received if I entered the sales individually using ACB. When I amended my 2023 return the difference of what I should have received and what I did receive is the amount on my amended return.
I now know the importance of the Stock Plan Transaction Supplement.
