Where do I enter my loss of 3K which was told by me to take on my taxes by my Charles Schwab advisor?

[lgower2]

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?

[Bsch4477]

The form was probably a 1099-B which is reported under Income>Stocks

[fanfare]

you must report everything on the 1099-B. gains and losses will net out.

You could try importing from schwab. it is supposed to work if it fails try using Edge Browser.

@lgower2