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jctx2016
New Member

Loss on selling mut. fund of 3280.73 only 2915.00 was applied(marr filling joint, i was expecting 3000, why less? Where can I find the carryover for next year? Thanks

 
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Loss on selling mut. fund of 3280.73 only 2915.00 was applied(marr filling joint, i was expecting 3000, why less? Where can I find the carryover for next year? Thanks

There is no carryover for 2019 if there is not at least a $3,000 loss for 2018.

When you sold the Mutual Fund and loss $3,280.73  you must have some gains from the mutual funds perhaps reported with the dividends that total over $300.

Otherwise your loss on the return would show a $3,000 loss.

Look over the 1099Div and you will probably see some capital gains.

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2 Replies

Loss on selling mut. fund of 3280.73 only 2915.00 was applied(marr filling joint, i was expecting 3000, why less? Where can I find the carryover for next year? Thanks

There is no carryover for 2019 if there is not at least a $3,000 loss for 2018.

When you sold the Mutual Fund and loss $3,280.73  you must have some gains from the mutual funds perhaps reported with the dividends that total over $300.

Otherwise your loss on the return would show a $3,000 loss.

Look over the 1099Div and you will probably see some capital gains.

jctx2016
New Member

Loss on selling mut. fund of 3280.73 only 2915.00 was applied(marr filling joint, i was expecting 3000, why less? Where can I find the carryover for next year? Thanks

Thanks., you are exactly right .

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