Report of Capital Loss carryover of all clients

[cpatrina]

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

[IRonMaN]

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.

[cpatrina]

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?

[IRonMaN]

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.

[Accountant-Man · Accepted solution]

Try adding a column heading to the 1040 Home Base to include the one called "Carryover - Capital Loss."

Then sort it as you wish.

[cpatrina]

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!!!

[Accountant-Man]

YW