YTG
Level 1
01-09-2025
04:54 PM
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My client passed in 2024. Her 2023 return had a capital loss carryover. When preparing her 2024 (final) return, Proconnect is only recognizing the usual $3k (limited) capital loss carryover.. Client death date has been entered and Proconnect reports the date of death on the face of the 1040. But, doesn't trigger the full capital loss carryforward recognition on schedule D?
Thanks