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Level 3
posted Mar 27, 2025 8:32:08 AM

I need to paper mail my amended 2023, do I need to attach all papers of my original 1040and Schedule D?

I need to paper mail 1040x to amended 2023 tax return.

I just correct the numbers in my Schedule D Line6, 7 and 16. (that I can get the right amount of capital loss carryover from 2023 to do my 2024 tax return)

Nothing changed in AGI, so nothing changed in 1040.

 

Here's my questions:

there are many pages for my form8949 (around 20 pages)

Do I need to print all of them and mail? 

0 2 1953
1 Best answer
Level 15
Mar 27, 2025 9:10:09 AM

it seems you only adjusted the carryforawards from the prior year. Only send 1040X, 2023 Schedule  D, Schedule D from 2022 with the calculation of the carryforward amounts to 2023. There should be a worksheet in Turbotax for this in 2022

2 Replies
Level 15
Mar 27, 2025 9:10:09 AM

it seems you only adjusted the carryforawards from the prior year. Only send 1040X, 2023 Schedule  D, Schedule D from 2022 with the calculation of the carryforward amounts to 2023. There should be a worksheet in Turbotax for this in 2022

Level 3
Mar 27, 2025 9:18:43 AM

Yes, I just adjusted numbers in 2023 Schedule D line 6, 7 and 16, no change on others.

 

I just forgot fill in the amount of capital loss carryover from 2022 into 2023 Schedule D line 6, that cause Line 7 (net short-term capital gain or loss) and line 16 (total amount of  net short-term and net long-term) changed. 

 

But someone told me mail the entire Form 8949 with your amended return, as it's essential for clarity regarding your capital loss adjustments.