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Level 2
Mar 26, 2021 1:10 AM UTC
Question

Why can't I open form 1099-B

If I don't upgrade from Deluxe, it seems I can't enter my carry forward capital loss, is that correct?

2 replies

MarilynG
Alumni - Intuit
Mar 26, 2021 3:18 AM UTC

You can enter your Capital Loss Carryover in Deluxe, although you will need to upgrade to enter Investment Sales, such as a 1099-B.

 

Click this link for more info on entering Capital Loss Carryover. 

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chapel75Author
Level 2
Mar 28, 2021 5:19 PM UTC

unfortunately, the answer came to late for me to utilize as my forms have already been filed.  previous info said I needed to upgrade,.  not worth it when my savings wouldn't cover the cost.  Will need to look at other options for next year.