Do I have to file a 1099B this year as I have a carryover from the sale of stock in 2024?

[DoninGA · Accepted solution]

If you did not have any type of investment sale in 2025 there would be no 1099-B to file for 2025.

You do have to report any capital loss carryover from tax year 2024 to tax year 2025.

For a capital loss carryover -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Capital Loss Carryover, click the start or update button

Or enter capital loss carryover in the Search box located in the upper right of the program screen. Click on Jump to capital loss carryover