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Get your taxes done using TurboTax
Can you clarify - are you using the desktop software (for Windows or Mac) OR are you using TurboTax Online?
If you are using the desktop software, you do not have to upgrade - the desktop software handles everything TurboTax supports, so there is no need to upgrade. You can enter your capital loss carryover in the desktop Deluxe product. See below.
The downgrade option mentioned above only works in TurboTax Online. Contact Support
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March 10, 2025
7:33 AM