Question

Amend 2022 Schedule D and 8949

I need to ammend my 2022 return. I incorrectly stated my prior year tax loss. How do I update my Schedule D and/or the Form 8949.

How do I do this?

your carryforward is entirely on Schedule D. You can submit 2022 Schedule D attached to Form 1040-X with explanation.

Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY.

Do not include your old 1040 nor your revised 1040 because they are identical

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your carry over propagates to 2023 tax return so you have to amend 2023 tax return also.

Your tax may change in either of the two years, which case1040-Xis not empty

Do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return.

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