It sounds like you are trying to find the California capital loss carryover from your 2022 tax return into your 2023 tax return.
If so, you will be able to find this information on your 2022 California Capital Loss Carryover worksheet from your copy of your prior year state tax return. Scroll down to the bottom of the link to determine the amount of your carryover to 2023.
Once you have confirmed the California capital loss carryover amount from 2022, you can then verify what is currently entered in TurboTax and then correct the carryover if needed.
- To check this, click on Forms on the top right of the program if you are in the desktop version of the program.
- Scroll on the left panel to California and scroll down to Sch D Wk to open the California Carryover Worksheet.
- Scroll down to Line 9a. If your carryovers have pulled through, you will see an amount on this line and will not have to enter anything in the interview section.
- However, if Line 9a is blank, go ahead and select Step-by-Step on the top right of the program and enter the amounts on the screen titled Capital Loss Carryover from 2022 in the state interview screens.
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