My advsior sent a tax document that Charles Schwab prepared for me for 2023. It is a 1099 for your taxable brokerage account. Yes, it is reporting losses for 2023 where you should be able to take the max deduction for realized losses ($3k) and have carry forward losses for the future years. These loses were realized after your change from your last investment advisor even though the account balances went up in 2023. But where do show this in turbo tax?
