Blog Detail

Below is the list of carryforward items available with TaxSlayer Pro Online. They are applicable for both Same-Site Carryforward and Global Carryforward.

• Carryforward of an IP PIN Warning if IP PIN Existed on Prior Year Return

  • Presented as an e-file warning if present on prior year but not current year

• Carryforward of Applied Federal Refund from Previous Year

  • Applicable Federal value will automatically carry to Payments & Estimates menu > Federal Estimated Payments

• Carryforward of Simplified Method Worksheet items

  • Current values included are plan cost at annuity start date, starting date of annuity, age of recipient at start date and amounts previously recovered

• Carryforward of Form FEC (Foreign Earned Compensation) data

• Carryforward of Education Credits

  • This includes the educational institution details

• Carryforward of Taxpayer Notes

  • This includes the title and details of notes added to a return from the prior year

• Carryforward of Form 1099-Misc payer data

• Carryforward of the Unallowed Loss from Schedule E

• Taxpayer (spouse if MFJ) name, filing status, taxpayer identification number (SSN/ITIN), date of birth, phone number, and email address

• Carryforward of dependents

• Carryforward of W-2/W-2PR employers

• Carryforward of 1099-R/RRB-1099-R payers including state and state ID’s

• Carryforward of Schedule D

  • Specifically the carryforward of capital loss and depreciation worksheet

• Carryforward of Schedule C, including Form 8829 if present

  • Specifically business name, business code and description

• Carryforward of Schedule E

  • Specifically rental information and Schedule K-1 payer information

• Carryforward of Child Care providers and associated dependents

• Carryforward of Schedule B financial institution info for Forms 1099-INT/DIV

• Carryforward of State and Local Refunds if itemized in the prior year

• Carryforward of F5405 Repayment

  • Presented as an e-file warning if repayment present on prior year but not current year

• Carryforward of Form 1095-A Warning if 1095-A Existed on Prior Year Return

  • Presented as an e-file warning if F1095-A was present on prior year but not current year

• Carryforward Available Business Credits from prior year

  • Presented as a pop up when Form 3800 is loaded in the return

• Carryforward of Form 5695

  • Specifically any carryforward credit from the prior year to the current year

• Carryforward of Form 1099-NEC payer data

• Carryforward of Form 8606 – Nondeductible IRA’s (Note:  Not working Issue 2750)

  • Specifically the total basis in Traditional IRA’s from prior years

• Carryforward of Excess Charitable Contributions to the Federal Schedule A

Note: This list is up to date as of 01/13/2025