DGusman
New Member

Deductions & credits

if you go into the view menu and view forms, you can enter form 4952 and it will bring up the worksheet for the form where you can manually enter the information.  I am about to do this for my brokerage account, as the import of my tax forms has the info on what my margin interest was, but it did not import it into the forms.

 

If your expense exceeded your income, then you get to deduct a portion (I believe it is $3,000 for an individual) and carry the rest over to next year.

 

Please not, I am not a tax attorney or an accountant, nor do I play one on TV. I am just an investor that knows my way around this software.