Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Apr 12, 2023 3:08:47 AM

How to determine if you have "at risk losses carrying over from a previous year"?

How to determine if you have "at risk losses carrying over from a previous year"? I am a sole proprietor, LLC and "All investment is at risk" The previous year, I had a small net loss of -$2,000 and my husbands W2 income is $175,000.  I also had carryover of unallowed operating expenses of about $3,500 and also excess casualty losses and depreciation of 2,300.  Do I have an at risk loss to carry over?  If not, could you give an example of when I would in the future?

0 1 576
1 Best answer
Expert Alumni
Apr 12, 2023 8:07:05 AM

If all of your income in the company is 'at risk' then you don't have 'at risk losses' to carryover.  Those are losses that you weren't allowed to take because your investment was NOT at risk.  (Although the name is misleading)  So you won't ever have to worry about those as long as things remain the same.

 

@lescott027 

1 Replies
Expert Alumni
Apr 12, 2023 8:07:05 AM

If all of your income in the company is 'at risk' then you don't have 'at risk losses' to carryover.  Those are losses that you weren't allowed to take because your investment was NOT at risk.  (Although the name is misleading)  So you won't ever have to worry about those as long as things remain the same.

 

@lescott027