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New Member
posted Jun 6, 2019 7:23:25 AM

Can I carryforward, and carry back, K1 losses?

For 2015, a lounge business lost money.

In 2016, it made money. So I paid taxes on it, but the gains were not offset by the 2015 losses.

Can I offset the 2016 gains by the 2015 losses?


If so, I will have to amend my return.

Also, for 2017, the K1 will show a LOSS.

So can I apply that 2017 loss to offset the 2016 gain?

Basically, can 2015 and 2017 be applied to offset 2016?

Or can only 2015 (or perhaps it can't be applied).

Finally, what's the easiest way to go in and amend the return to reflect this?

Thanks!

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4 Replies
Level 15
Jun 6, 2019 7:23:25 AM

Can I carryforward, and carry back, K1 losses?  No, only NOL and passive activity losses can do that.

Can I offset the 2016 gains by the 2015 losses?    Not unless they were carried forward on a PAL form 8582.

New Member
Jun 6, 2019 7:23:27 AM

@Critter#2 Bummer. So if I didn't characterize it as "Passive" in 2015, then each individual year is a standalone and I have to pay taxes on any income for the year and cannot use prior year's losses to offset the gains in a particular year?

Level 15
Jun 6, 2019 7:23:28 AM

I highly recommend you seek professional assistance to see if you filed the returns correctly and to amend them if you didn't.   If you had non passive losses and you had enough basis in the investment then you should have losses claimed on the prior year returns that may have created an NOL.  But a pro needs to assess the entire situation ... this forum is not the proper way to address this.

Level 3
Oct 15, 2019 8:35:38 PM

I believe it CAN be carried forward.

 

"Any losses and deductions not allowed this year because of the basis limit can be carried forward indefinitely and deducted in a later year subject to the basis limit for that year."

 

Source: https://www.irs.gov/instructions/i1065sk1