topic Why can't I open form 1099-B in Retirement tax questions

Why can't I open form 1099-B

chapel75 — Fri, 26 Mar 2021 01:10:06 GMT

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

Re: Why can't I open form 1099-B

MarilynG1 — Fri, 26 Mar 2021 03:18:28 GMT

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.

Re: Why can't I open form 1099-B

chapel75 — Sun, 28 Mar 2021 17:19:51 GMT

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.