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Level 2
February 23, 2025
Question

Carryover Loss - How to enter

  • February 23, 2025
  • 1 reply
  • 6 views

I have a new client that has a lot of carryover loss from previous years.  It's all from stocks.  How do I enter this loss into Lacerte?  I can't find a line in the Dispositions tab.

 

Thanks!

 

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    1 reply

    Level 2
    February 24, 2025

    For tax type Individual (1040), go to Screen 17 Dispositions
    On the left column, under Disposition, click Carryovers/Misc. Info

    Level 2
    February 24, 2025

    Got it!  Thank you , it was right in front of my face.