dkh
Level 15
02-21-2025
10:14 AM
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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 ?
Level 8
02-21-2025
03:23 PM
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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
02-25-2025
11:25 AM
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Thanks