You have a couple of options that will help you analyze your gains/losses, etc.:
First, here's how to print the return with all worksheets when using TurboTax Online:
- Select Tax Tools on the left and then Print Center
- Select Print, save or preview this year's return
- Select returns and choose to print just the tax return or to include all worksheets as well.
(It is best to do this before efiling because once you finish and efile, you will need to get back into the return to do this and that can be tricky.)
I assume you are currently using TurboTax Online. If you want to see forms and worksheets as you are preparing your return and be able to view them as well as the full return at any time during preparation, you may wish to consider switching to TurboTax Desktop next year. Some customers really like those kinds of features when using the desktop program. You can review forms and worksheets as you go and really see the impact different entries make to your tax outcome. With TurboTax Online you do not have the ability to see forms as you go.
With TurboTax Online, while I know its easy to upload your documents and have the figures imported, you may want to enter your investment info by hand. I do not mean transaction by transaction (if you have a lot that could take forever!), but when you choose to enter the info in yourself, you can do it by category or type of transaction. So for example, you could look at your 1099B form and go to the stock transaction section and you will see it is typically broken down by category (short term covered, short term not covered, long term covered, etc.). And you can enter in those category/sections by total for each. This will force you to really look at the figures in each category and enter in the actual number for the gain or loss, a more hands on experience.
If you use the import as you originally said, remember that you can always go back to the Wages & Income section and into the Investment income section and see what is listed in it. But you will generally be seeing the total gains/losses for each account/1099 uploaded, not broken down by type of loss.
Another thing you can do is once you've entered your information, you can pay for your product but choose not to efile right away. You can then download a copy of your return and go through it page by page. It is always a good idea to download and save a full copy of your return anyway. But if you go through it page by page you will see Schedule B with interest and dividends, Schedule D with your stock transactions broken down by short term and long term etc. and all your other tax forms. Then you can see how the figures were calculated that are then entered on the main 1040 form. You can also compare your return to your 1099 composite forms to see where each type of transaction was entered and how they all added up together to give you your overall gain or loss.
As for carryovers, you will see any loss being carried over from last year on Schedule D at lines 6 and 14 (short and long term). Losses to be carried forward to next year can be found by taking the difference between lines 16 and 21 of your current year Schedule D. Line 16 is the total loss. Line 21 would be the max loss you are allowed to take this year. The difference between the two lines is the amount you will carry over to next year.
To see all the actual calculations, you can review the Capital Loss Carryover Worksheet. You can get this worksheet by going to the Print Center (see instructions above) and choosing the option to print/download your complete return with all worksheets.
Here are some links to articles that will give you general information about Capital Gains and TurboTax - they may also help answer your question:
Where Do I Enter Capital Gain
How is Capital Gain Calculated
Guide to Schedule D
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Edited 7/16/25 at 3:22pm PST
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