Personal Finance (Not Investing) • Taxes: Sched D worksheet question

Perhaps he is giving you this worksheet so you will know the carryover values for next year.

I think this is correct - he is calculating next year's carryover capital gains/loss. I see he used the number from the 2022 worksheet into the 2023 Sched D, but in the end it is the same as following the template provided by the IRS, he calculates next year's carryover (ahead of time), and refers back to the previous year calculation.

I had some issues wrapping my head around it but I do think it ends up being the same amount now.

Statistics: Posted by Jary316 — Wed Jul 31, 2024 1:28 pm — Replies 6 — Views 268

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