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February 13, 2025
Question

Schedule D line 8a is not transferring to the 1099B worksheet. This impacts capital loss carryover.

  • February 13, 2025
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    1 reply

    February 13, 2025

    Are you sure you are looking at the correct 1099-B worksheet? There would be separate ones for different investment sales. Also, the worksheet is what populates the entry on Schedule D, not the other way around. 

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    February 13, 2025

    Thank you for the suggestions.  I discovered that I was not understanding the computations correctly.  Please close this discussion.