I filed using Turbo Tax and had some employee stock plan stock sales. I used the document from Compushare to enter my gains. Towards the end of Feb (After sending in my return), I received a
1099-B. The proceeds from the sales were around $400.00 larger than what I recorded but when I entered the new information into Turbo tax, my tax refund was unchanged because my tax bracket was so low. The only change was to the amount of Loss carryover i could bring into next year.
Is there a need for me to send in an Amended return or just to be sure I uses the correct loss carry over number when I file next year?
Thanks