cpatrina
Level 3
‎09-12-2024 04:07 PM

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

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IRonMaN
Level 15
‎09-12-2024 04:50 PM

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!
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cpatrina
Level 3
‎09-12-2024 07:40 PM

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?

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IRonMaN
Level 15
‎09-12-2024 08:09 PM

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!
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Accountant-Man
Level 13
‎09-12-2024 09:29 PM

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'm still a champion... of the world! Even without The Lounge.

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cpatrina
Level 3
‎12-05-2024 04:42 PM

Yes!  That is the solution I was looking for.  And now I see how many other columns I can use to analyze client data as well.  Thank you!!!

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Accountant-Man
Level 13
‎12-05-2024 10:46 PM

YW

** I'm still a champion... of the world! Even without The Lounge.
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