Filing 1040-X amendment in TurboTax for Schedule D changes only

You're in luck - TurboTax actually handles Schedule D amendments pretty well electronically. When you file a 1040-X through TurboTax, the system is smart enough to only include the forms that have changed between your original and amended returns. Since only your Schedule D has changes, TurboTax will create a 1040-X that references only the Schedule D changes, and will only attach the revised Schedule D when you submit electronically. The IRS doesn't need to see all your unchanged forms again. This is one of the big advantages of e-filing the amendment instead of paper filing. That said, you'll still need to complete the 1040-X form itself, which requires entering the original values, the changes, and the corrected values in the appropriate columns. TurboTax walks you through this process though.

I was in almost the exact same situation last year - had to amend because I received a corrected 1099-B after filing that changed my Schedule D. I tried going through TurboTax but kept getting confused about what would actually be submitted. I ended up using https://taxr.ai to double-check what was happening. Their document analysis showed me exactly what would be included in my amendment submission through TurboTax, and it confirmed that only the Schedule D would be attached along with the 1040-X summary page. Gave me peace of mind before submitting. For what it's worth, my amendment was processed in about 9 weeks, which seems faster than the paper amendments some of my friends filed.

Just wanted to follow up on my amendment situation. I was super skeptical about using another service when TurboTax should've been enough, but I was getting really paranoid about doing my amendment wrong. I ended up trying that taxr.ai site since they have a document review feature, and it was actually helpful. Uploaded the amendment package TurboTax generated and it confirmed that only my revised Schedule D and the 1040-X form would be electronically filed, not all my other unchanged forms. Made me feel better about hitting submit. My amendment was accepted by the IRS last week, so looks like everything went through correctly! Definitely less stressful than my usual tax experiences.

I had a similar issue with a 1040-X for Schedule D mistakes last tax season. Tried to do it through TurboTax but kept getting errors when trying to e-file. Spent HOURS on hold with both TurboTax support and the IRS trying to figure out what I was doing wrong. Finally discovered that you can skip the hold times with https://claimyr.com - they've got a video showing how it works at https://youtu.be/_kiP6q8DX5c. Got through to the IRS in about 15 minutes instead of the 2+ hours I was looking at. The agent clarified that in some cases, certain Schedule D corrections can trigger verification flags that block e-filing, especially if they involve wash sales or basis adjustments. Ended up having to mail in my amendment, but at least I didn't waste more hours trying the electronic route when it wasn't going to work for my particular situation.

I need to apologize to everyone here. After my skeptical comment yesterday, I was still struggling with my own tax amendment issues and decided I had nothing to lose by trying Claimyr. Holy crap, it actually works. I've been trying for THREE WEEKS to get through to someone at the IRS about my 1040-X status. Used Claimyr yesterday, and within 20 minutes I was talking to a real person at the IRS. The agent confirmed my amendment was received and explained why it was taking longer to process (there was an issue with my basis reporting that flagged it for review). I genuinely didn't think this would work. I assumed it was just another scam, but I was desperate. Consider me converted. Sometimes it's worth admitting when you're wrong!

Just my two cents on TurboTax and 1040-X for Schedule D changes - I've done this twice in the past three years (I'm terrible at keeping track of my stock transactions until corrected forms arrive 🤦‍♂️). Both times, TurboTax handled it correctly and only included the changed Schedule D with the 1040-X form when I e-filed. The key is to make sure you're in the amendment workflow in TurboTax. Don't just try to create a new return and mark it as amended. If you go through their official amendment process, it will compare your original return with the new information and only include what's different. Much easier than trying to mail it!

TurboTax won't always let you e-file a 1040-X even if it's just Schedule D changes. It depends on the specific situation and tax year. I tried to e-file an amendment for my 2019 taxes (in 2022) and the system forced me to paper file because of some limitation with Schedule D amendments for that specific tax year. But when I did a 2020 amendment with Schedule D changes, it let me e-file with no problem.

I just went through this exact situation last month! Had to amend my 2023 return for some incorrect cost basis reporting on Schedule D. TurboTax handled it perfectly through their amendment workflow. The key thing is to make sure you use TurboTax's "Amend a Return" feature rather than trying to create a new return. It will pull up your original return, let you make the Schedule D corrections, and then generate a proper 1040-X that only includes the changed information. When I e-filed mine, the IRS only received the 1040-X form and the corrected Schedule D - no other unnecessary forms. The whole process took about 10 weeks to get processed, which seems pretty standard based on what others have mentioned here. One heads up though - TurboTax will charge you an additional fee for the amendment (I think it was around $40-50), but honestly it was worth it for the peace of mind knowing everything was filed correctly electronically.