Viewing completed instructional worksheets such as Schedule D's Capital Loss Carryover Worksheet?

Forum|Forum|10 months ago
May 28, 2025
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Hullo there! Curious where I can view/download the completed instructional worksheets that aren't submitted with return. Kindly, Drew

Best answer by Mike9241

short-term is used before long-term. there is a capital loss worksheet that you should be able to review if all the fees, if any, have been paid.

Pairing may not be necessary because there may be netting

STCL and LTCG. first they are netted if a net loss it's short-term if a net gain it's long-term

both losses - short-term used first but if it's less than the allowable capital loss deduction long-term are then used

STCG and LTCL first they are netted if a net loss it's long term if a net gain it's short-term

rjs

For what year do you want to look at the worksheets?

Did you already file the tax return for that year, or are you still working on it?

Did you use TurboTax Online or the desktop TurboTax software?

drewdippoldAuthor

Appreciate your reply!

Tax year 2024.

Already filed.

Online.

In this specific context, I had carryover losses of -$11,135 short-term and -$5,159 long-term so was hoping the worksheet would illustrate what those amounts will be in 2025 after taking the $3000 deduction on line #7- is it prorated between the two? Knowing that will allow me to pair unrealized gains accordingly.