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Revised 1099B

I received a 2023 Revised 1099B over the summer. It will change my capital loss carryover in my favor but does not change the taxes I owe for 2023. I sent hard copies of the 1099B to the IRS when I filed taxes electronically through TurboTax. Uploading from the brokerage did not work properly with Turbo Tax at that time so I did not have an option.

 

Now I see there are options, what would you recommend?

 

a) File electronically an amended return and then send the IRS hard copies of the revised 1099B

b) Paper file amended return with revised hardcopy 1099B

c) Try to upload brokerage information into TurboTax and then file an electronically amended return with no hardcopy 1099B

d) Another option I am missing?

 

 

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5 Replies

Revised 1099B

I'd suggest making another attempt at importing the 1099-B from your brokerage firm.

 

Revised 1099B

Thanks and why do you suggest that?

Revised 1099B

If you do not import your 1099-B you will be unable to e-file.

Revised 1099B

It is asking me to review 142 transactions when I import.  I think the easiest thing for me is to revert the summary mode and send in the 1099Bs

Revised 1099B

It is asking me to review 142 transactions when I import.  I think the easiest thing for me is to revert the summary mode and send in the 1099Bs. Is there any other reason to try and import other than to have the ease of efiling?

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