To find your Capital Loss Carryover amount you need to look at your return schedule D page 2. Line 16 will be your total loss and line 21 should be a max loss of 3,000. The difference between line 16 and 21 is the carryover loss.
Did you transfer from 2022? Maybe the carryover loss from 2022 didn't get entered? Check here,
If it didn’t transfer over from last year then
Enter a Capital Loss Carryover under
Federal Taxes or Personal (Home & Business)
Wages and Income
Then scroll down to Investment Income
Capital Loss Carryovers - Click Start or Revisit
"...make sure it is carried over and the correct amount. I can't guarantee it will pull the information from the amended return."
How do I make sure what I do in the amending process actually accomplishes what I need done?
When I begin amending my 2023 return to add in my remaining capital Loss carryover amount so I don't lose it in future years going-forward (because I guess I failed to say Yes to transfer the carryover over) I'm hoping I can simply click Yes to transfer the carryover over instead of having to manually enter my remaining capital Loss carryover amount.
I sure hope by amending this in the 'Investment Income Capital Loss Carryovers' section it will automatically pull the balance figure from last year's return so I won't have to enter the figure manually.
Nevertheless, so I will be able to confirm what the amended return includes, will I be able to review the (not yet e-filed) amended return with all worksheets before I actually e-file the amended return so I can make further edits/changes if necessary?
