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JL507
New Member

Form 2210 Schedule AI and capital gains, carryover losses

I'm using form 2210 to annualize my income since it was unevenly distributed in 2024 to reduce the tax penalty. I have calculated all income except capital gains/losses and entered them based on the designated time periods of end of March, end of May, end of August, and end of December). 

I have capital gains and losses which are offset by a carryover capital loss of $3000 (1040 line 7).  The AGI in form 1040 line 11 includes this loss.

The AGI in form 2210 Schedule AI matches 1040 line 11 if I include the $3000 carry over loss. In what time period should the carry over loss be reported in form 2210 Schedule AI?  

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