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New Member
posted Mar 25, 2021 6:10:06 PM

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?

0 2 457
2 Replies
Employee Tax Expert
Mar 25, 2021 8:18:28 PM

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

New Member
Mar 28, 2021 10:19:51 AM

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.