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AlmostRetired
Level 1
February 27, 2024
Question

Capital Losses upon Death

  • February 27, 2024
  • 4 replies
  • 17 views

I have a client that is filing as single in 2023 and she passed away in 2023.   She has stock losses of $3,700 and I would like to take the entire loss instead of just $3,000.   Does anyone know how to enter this in ProSeries?   Thank you in advance

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4 replies

ljr
ljr
Level 9
February 27, 2024

you can't 

    IRonMaN
    IRonMaN
    Level 15
    February 27, 2024

    She took the extra losses with her to that big 1040 in the sky.

    Slava Ukraini!
      Accountant-Man
      Accountant-Man
      Level 13
      February 27, 2024

      Can you tell us the IRC section or regulation that says that you can?

      (ps You can't)

      ** I'm still a champion... of the world! Even without The Lounge.
        BobKamman
        BobKamman
        Level 15
        February 27, 2024

        I had a client who died with a $200K capital loss carryover.  I was sorry for her loss.  

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