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Can I sum the data from both of our 2023 1040s for capital loss carryover? Me and my spouse filed separately last year. We're looking to file together this year.

 
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1 Reply
robtm
Level 10

Can I sum the data from both of our 2023 1040s for capital loss carryover? Me and my spouse filed separately last year. We're looking to file together this year.

Yes, if you both had capital loss carryovers for 2023 and you are filling MFJ then you should combine them.

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