Thank you for your reply!
Unfortunately I am still a bit confused. The message on my TT didn't mention anything about claiming the Standard deduction instead, like it usually does in those cases. I felt that since I had an Interest of 7.5K and then received Dividends of about 26K, I should have been able to offset that entirely with my Margin Expenses..
So, the invest Income is about 33.5K minus 16K (as those are Qualified Dividends that go towards Cap Gains, and not Income), so the Investment income is around 17K, but my margin expense together with the Carryover from previous years is 57K. I was hoping to nill all of the Investment Income and for the balance of Expense to carry over to 2024... BTW, I am filing Married filing Jointly. If this explanation clears anything up, please advise! Thank you
