PatriciaVToken # 1225649K-1 smart worksheet appears to overlay prior year information for Tax Loss Carry-ForwardNY state is included.Thank you for your help!@ba...
As you can see by this screen, the "QBI suspended loss - passive" is correct and agrees to the first screen and the "Carryforward loss to 2024" is correct at -9...
I am also having this issue on the Vanguard broker download into TT, even though I've received the statement in the mail and it's ready on the website. It is qu...
I have the CD product and yes, I had already drilled down which is how I saw what rolled into the numbers. I also have true IRA RMD's, so no the amounts are not...