| Government Form |
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| Worksheet | Section | Field | ||
| Name | General > Basic Data | General |
First name > Taxpayer Initial > Taxpayer Last name > Taxpayer First name > Spouse Initial > Spouse Last name > Spouse |
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| Social Security Number | General > Basic Data | General | Social security number > Taxpayer | |
| General > Basic Data | General | Social security number > Spouse | ||
| 1 | Income > Net Operating Loss | NOL Carryovers from Prior Years |
Year carried from AMT code Amount available for carryover Year used 1 Year used 2 Year used 3 Year used 4 Year used 5 Year used 6 Year used 7 Year used 8 Year used 9 Year used 10 Year used 1 - Amount Year used 2 - Amount Year used 3 - Amount Year used 4 - Amount Year used 5 - Amount Year used 6 - Amount Year used 7 - Amount Year used 8 - Amount Year used 9 - Amount Year used 10 - Amount |
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| IF AMT code is "blank" or "1" | ||||
| Income > Fiduciary Passthrough (K-1 1041) | Activity Information | Net operating loss (NOL) carryover for regular tax purposes | ||
| 2 |
Form 1040, line7 less lines 8 and 9 plus NOL Carryover Worksheet, line 1 Form 1040NR, line 36 less line 40 plus NOL Carryover Worksheet, line 1 |
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| Income > Net Operating Loss | NOL Carryover Worksheet – Overrides | Taxable income without NOL deduction - Override | ||
| 3 | Form 1040, Schedule 1, line 13 if Loss | |||
| Form 1040NR, line 14 if Loss | ||||
| Income > Net Operating Loss | NOL Carryover Worksheet – Overrides | Net capital loss deduction - Override | ||
| 4 | Schedule D, line 8 if Section 1202 exclusion | |||
| 5 | Form 8903, line 25 | |||
| 6 | Form 1040, line 9 | |||
| 7 | Calculated based on the special allowance for PAL from rental real estate activities, taxable Social security and tier 1 railroad retirement deductions, IRA deductions, excludable savings bond interest, excludable employer provided adoption benefits, student loan interest deduction, and tuition and fees deduction | |||
| Income > Net Operating Loss | NOL Carryover Worksheet – Overrides | Adjustments to adjusted gross income - Override | ||
| 8 | NOL Carryover Worksheet, line 27 | |||
| Income > Net Operating Loss | NOL Carryover Worksheet – Overrides | Adjustments to itemized deductions - Override | ||
| 9 | Calculated | |||
| Income > Net Operating Loss | NOL Carryover Worksheet – Overrides | Modified taxable income - Override | ||
| 10 | Calculated | |||
| Adjustment to Itemized Deductions | ||||
| 11 | Form 1040, line 7 less | |||
| NOL deduction on Form 1040, Schedule 1, line 21 | ||||
| Form 1040NR, line 36 less | ||||
| NOL deduction on Form 1040NR, line 21 | ||||
| 12 | Calculated | |||
| 13 | Calculated | |||
| Income > Net Operating Loss | NOL Carryover Worksheet – Overrides | Modified adjusted gross income - Override | ||
| Adjustment to Medical Expenses | ||||
| 14 | Schedule A, line 4 | |||
| 15 | Schedule A, line 1 | |||
| 16 | Calculated | |||
| 17 | Calculated | |||
| 18 | Calculated | |||
| Adjustment to Charitable Contributions | ||||
| 19 | Form 1040, Schedule A, line 14 | |||
| Form 1040NR, Schedule A, line 5 | ||||
| 20 | Calculated based on AGI from NOL Carryover Worksheet, line 13 | |||
| 21 | Calculated | |||
| Adjustment to Casualty and Theft Losses | ||||
| 22 | Form 4684, line 18 | |||
| 23 | Form 4684, line 16 | |||
| 24 | Calculated | |||
| 25 | Calculated | |||
| 26 | Calculated | |||
| Total Adjustment | ||||
| 27 | Calculated - carries to NOL Carryover Worksheet, line 8 | |||
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