Amend Return or Utilize Carry Forward

[Nick C.]

Hope I can explain this well enough. Background....I invested in two DST's in Jan of 2022. When I received my 2023 taxes back from my tax preparer, I noticed that they included income from the DST's but did not include any depreciation. I then went back and reviewed my 2022 taxes and they were the same (included income but left out depreciation). I had given them the cost segregation studies for both properties that were provided to me but they didn't use them. When I brought this up, they said they could amend my taxes. I picked them up yesterday and they amended 2023 but not 2022. When I asked why, I think I understood them to say they included the depreciation for both years on 2023 and there is a carry forward of losses ($13k).

Is this the right way or best way to do this? My concern is at some point the DST's will go full cycle and I'll continue to have carry forward losses that I won't be able to use depending on the decisions I make at that time. My other concern is that I'd rather have them amend 2022 as well and have the money now. The amended 2023 taxes resulted in a refund of $7k.

Appreciate any insight on this.