Report of Capital Loss carryover of all clients

6 replies
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Hi all,

Thanks in advance for your help. Does ProSeries Professional have a way for me to generate a report of all clients that had 2023 capital loss carryovers?

Best,

Trina

ProSeries Professional

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Accountant-ManAnswer

Level 13

Try adding a column heading to the 1040 Home Base to include the one called "Carryover - Capital Loss."

Then sort it as you wish.

** I am "Elevating with Intention!"

IRonMaN

Level 15

You can run a query to search for clients with stock sales but I think you are out of luck coming up with a list of clients with carryovers.

Slava Ukraini!

C

cpatrinaAuthor

Level 4

Thank you. I tried that and the result was "0 clients with capital gains or losses". I must have done something wrong. What are the steps?

IRonMaN

Level 15

Open up the query, find "has capital gains or loss", and hit go next to the line. I just tried it for the heck of it and it worked for me. If it didn't work for you, you might want to try rebooting your computer.

Slava Ukraini!