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Thank you very much for the information.  The stock was bought in the public market, so as you stated, no adjustment should be necessary for the capital loss carryover.

 

I realize that this whole thing isn't that significant, but I still would like to understand the meaning of the sequence of screens that username VAer posted in the original message in this sequence.  Up until the time I started working on my 2022 taxes, I had no awareness of "the 2021 Schedule D you used for AMT".  The screen asks you to look at the numbers and make sure all of the amounts are correct.  Based on the fact that I still don't know where the numbers that are populating the fields on my PC came from, I certainly cannot verify that the numbers are correct.  Am I to understand that the only purpose of these entries is to determine the correct loss carryover for 2023?  I just feel that asking a user to verify numbers when they don't know the origin of the data is confusing at least.

 

Thanks to everyone who responded for your help.