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Hmmm, I disagree somewhat.   As long as the value of box 1a didn't change......and box 1b is still equal-to or lower than the box 1a value.   Then the increase in your box 1b value could lower your tax liability....because the 1b value just allows some of the dividends to be taxed at lower tax rates.   But whether it has any effect at all will depend on all your income for the year.  The only way to tell if it might result in a bit of a refund would be to prepare an amended tax return to see what happens.   Don't amend until the original tax file ahs been processed, and any refund issued...or payment for taxes due has been paid on the original file.  That original file cannot be stopped.....so the original refund, or payment due, needs to be completed.

Yes, you will need to mail the amended return and payment.  There will not be a 1040-V included since you are preparing the amended return by hand.   Use the following link to find the 2020 version of Form 1040-X on the IRS website:   Prior Year Forms, Instructions & Publications Search   @CommunityQuestionner   

Thanks @Vanessa A. That helps.   My situation is that I have had losses in these nonresident states for years and never filed since I thought that I could keep track of the losses on my own until I had a gain. Given that, it sounds like I should file (not amend since I never filed) for these past years in the non resident states. Correct?    In your example, why would you use $3000 on the 2021 return if you had no gains? Why wouldn't you just add the current year passive losses to the carryover losses? In my situation, I have losses in 2020, 2021, 2022, and 2023 where I never filed and now have a gain in 2024 since they sold the property. I'm not looking for a refund in past years but rather to carryforward the losses and use them this year (and future years).

Thank you.  I haven’t amended a return outside of TurboTax before.  I’m feeling kind of ignorant on this.  So I should expect to submit via snail mail the 1040X and 1040V and my payment?  Anything else?  Thanks!

Yes, from the Topic List, you can select Less common business situations to get to the entry screen.   It doesn't get entered on Schedule C, so use the Less common business situations, then select Self-employed Health insurance paid.  

There is no exemption from filing a 2024 return in Flint just because you filed a 2023 return that I can find.   Where are you seeing this message and what does it say exactly?   @lorethamoore12 

" I have been making traditional IRA contributions and recharacterizing (in the same year) to Roth the last few years. "   This is exactly as I surmised in my original reply above. Recharacterization  is not a backdoor Roth contribution and will generate a penalty for excess contribution when contribution is disallowed.   @manwithnoplan    However , Code 2 is not a recharacterization ; you are not entering correctly into TurboTax.

No calculations are necessary. The supplemental information on Schedule A provided with Schedule K-1 should list the individual Section 199A items using similar descriptions as the page in TurboTax. Enter the amounts from Statement A in the appropriate boxes.   @lailu1983 

If you are using the online version it is auto saved.  If you are using the desktop version you save by selecting File>>Save To delete the capital gain, go to the summary screen and then go back to the capital gains section and delete the entry you did not want to make.