My CPA filed my 2023 return, and I am filing using TurboTax 2024 Deluxe (download). Is there a way for me to download prior-year info like capital loss and other losses?

[j_ganguly]

I have losses I am carrying forward from stocks and other investments. From previous year/s 1040s and schedules, how do I start 2024 and carry my loses forward? Thanks!

[VolvoGirl]

Sorry, only if you have the tax file ending in .tax2023 to transfer into 2024.  You will have to enter the carryover losses manually.   Do you have any detail worksheets with your 2023 return?  You may have  the.....

Capital Loss Carryover worksheet showing the carryover from the prior year and the current amounts.
Capital Loss Carry Forward worksheet showing the amount transferring over to next year.

Enter a Capital Loss Carryover under

Federal Taxes or Personal (Home & Business)

Wages and Income

Then scroll down to Investment Income

Capital Loss Carryovers - Click Start or Revisit

If you use Turbo Tax next year the Capital Loss Carryover will transfer over. Or you will have to manually enter the amount.

Schedule D doesn't actually show the carryover amount. To find your Capital Loss Carryover amount you need to look at your return schedule D page 2. Line 16 will be your total loss and line 21 should be a max loss of 3,000. The difference between line 16 and 21 is the carryover loss.