The Capital Loss Carryover Worksheet is a TurboTax form that is created within your return to calculate amounts displayed on actual IRS forms. This worksheet is part of your tax file for last year but may not have been printed when you finished your return.
You can retrieve this worksheet after you open your prior year return (see below) by printing either the entire return (including worksheets) or just the form you need.
If you used TurboTax Online last year, follow these instructions:
Sign in to your TurboTax account. Make sure you're using the same TurboTax account (same user ID) as in previous years.
There are two ways to get your prior-year returns.
- Select Documents from the side menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
- From Tax Home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).
Note: If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts. One of them should have the return you're looking for.
If you used TurboTax for Desktop:
- Select the Start menu in Windows and select search.
- Search for *.tax2022 (or whichever year you are searching for, *.tax2021,*.tax2020, etc.).
- Don't double-click the tax file in the search results to open it, as this can cause errors.
- In the left pane of the search results, select the > symbol next to the .tax file you're searching for. This will bring up information about this file in the right pane.
- In the right pane, select Open file location. By default, TurboTax saves tax files in the My Documents TurboTax folder.
- After locating the tax file in its folder, open your tax return using the same version of TurboTax for that year. For example, open your 2022 return in the TurboTax 2022 program and your 2021 return in TurboTax 2021.
- Choose File >> Print from the menu (black bar) in the TurboTax header.
- Check the button for "Specific Forms" and the box beside "Carryover Worksheet" in the forms list to the right.
- Save as PDF or Preview and Print.
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