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In my 2023 tax return, my regular tax and QBI carryover loss are both -20,257 from 2022. And some loss was taken in 2023, and the carryforward loss to 2024 is -13,645 for both regular tax and QBI.
When I started to work on my 2024 tax return, I asked it to read all info from my 2023 tax return like I always did. It seems the carryover loss is to -13,645 for regular tax, but -20,257 for QBI. Not sure if it is a bug or by intention.
Now I got this error on the "disallowed passive loss by year and type" to fix, and not sure how I should fix it. I also don't understand why the disallowed passive loss of -13,645 is put under before 2018 rather than 2022
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I had a similar problem as you did. It turned out that I did not file out Section D1 & D2 from a K-1 with the same information in my 2023 return, so it did not carry forward the correct total. Assuming from a K-1, How did I fix it? Goto the Step by Step, in the last category "Business Items", and go thru every step by step. There are three areas where the loss carryforwad shows up:
"Regular Tax Carryovers", Any QBI carryovers, QBI suspended loss (regular tax table & QBI deduction). So I entered the correct amounts in these three areas, and that fixed the problem.
Hope this helps.
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