Hi.
I've found myself in a bit of a pickle. I submitted my 2024 tax return over the weekend. Within minutes of submitting my return, I realized one of my 1099B forms for futures contracts activity did not import into TurboTax from my Schwab account. At this stage, the left side panel that shows income, deductions, credits, etc. was still showing. In my panic at having missed a form, I added form 6781 to the income section even though I'd already submitted my return.
Now, TurboxTax shows the information from form 6781 as though it was part of my original tax return submission. Upon reviewing my return PDF, it is clear that it was not. There is no form 6781 in my return nor is there anything in my Schedule D that shows the futures and contracts activity.
This is problematic because when I attempt to file an amended return, TurboTax shows the futures and contracts activity as though it was part of my original return.
I am not sure how I will be able to amend my return now since, as far as TurboTax is concerned, the futures contract activity is there (even though it wasn't in my submission). Has anyone ever run into this issue before and if so, how can I fix it?
Thanks for your help!