Sorry, it looks to me that you didn't understand my question or maybe I didn't explain it well.
Let me try to describe it with an example:
I have:
- low AGI and all taxes would be discounted by the tax credits.
- Capital loss of $5000 from the stock trades
- I don't want to use the $3000 from my Capital Loss against my ordinary income (there is simply no need)
- I do want to carry forward the whole $5000 to the next year
According to the article I quoted it is possible, but TT automatically deducted $3000 and carried forward only $2000.
PS. I did look at the publication you are referring to and the worksheets prior to posting my question.
