cashT117
Level 2
 
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dkh
Level 15

I use ProSeries not Lacerte........

Did you prepare the 2023 return ?   If yes, wouldn't the carryover come forward when the client was transferred to 2024 ?

If you didn't prepare the 2023 return..... does Lacerte have a Carryover Worksheet  (ProSeries does) where you can enter the information ?

Karl
Level 8
Level 8

Screen 17, over on the left mid-screen, there's a "carryovers/misc info" section/link.

FYI for the future, you can go to the forms view>Schedule D>right-click on the carryover box (line 6 or 14)>select "Jump to Input" and most of the time that will show you where the inputs go.

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cashT117
Level 2

Thanks.

cashT117
Level 2

Thanks

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