How do I claim Capital Gain Carry-Over?

This cannot be done. Investors cannot carry over gains to offset losses. Gains are report in the year [...]

How do I claim Capital Loss Carry-Over?

For any year (including the final year) in which capital losses exceed capital gains, the estate or trust may have a capital loss carry-over. A capital loss carry-over may be carried forward indefinitely. Capital losses keep their character as either short-term or long-term when carried over to the following year. If your capital losses exceed your capital gains, the amount of the excess loss [...]

What is a Qualifying widow error?

If your error indicates that you have entered a filing status of Qualifying Widow(er) With Dependent Child but have failed to enter a dependent. You will need to either enter a dependent or change your filing status. How to correct this error: From our homepage, click on "sign in" to enter your username and password to access your account. Choose the current year return that is rejected. [...]

PIN Error rejection

The most common error is in the PIN (electronic signature). More specifically, the Prior Year Adjusted Gross Income OR Prior Year PIN do not match what is on the IRS File. The self select PIN page serves as your signature on your tax return for e-file. Information entered on this page must match IRS records exactly. If you filed a joint return the previous year, with the same spouse, you will [...]

Why do I have an error on my return for my spouse when we are separated?

If you receive an error that indicates that you have chosen the filing status of Married Filing Joint or Married Filing Separate and your spouse's SSN was not entered correctly, it is because the IRS uses the first four letters of the last name to verify the SSN. The name and SSN must be entered exactly as it appears on their social security card. How to correct this error: From our homepage, [...]