rjs
Level 15
Level 15
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@asdfg1234 

 

Delete the Capital Loss Carryover Worksheet 2024. Open it in forms mode, then click the "Delete Form" button. Then you will be able to enter amounts on the Federal Carryover Worksheet lines 12a, 12b, 13a, and 13b.


(Sorry, in my test 2024 return I did not transfer from a 2023 return with a capital loss carryover.)


You cannot just add your numbers and your wife's numbers together on the Capital Loss Carryover Worksheet 2024. You have to fill out two separate Capital Loss Carryover Worksheets by hand, as I described above. There's no way to do that in TurboTax because it has only one copy of the Capital Loss Carryover Worksheet 2024.


The 2025 worksheet is a Capital Loss Carryforward Worksheet 2025, not Carryover. The distinction is important. Leave the Capital Loss Carryforward Worksheet 2025 alone. It will get updated as you work on your 2024 tax return. You don't make any entries on that worksheet.

 

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