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US Tax Carryover Tracker
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Track your carryovers across tax years — enter data in each carryover tab
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 Blue text = enter your data | Black text = auto-calculated | Update the Tax Year column headers as needed
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CARRYOVER SUMMARY — BALANCE REMAINING AT YEAR-END
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Carryover TypeLimit / Rule20222023202420252026
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Net Operating Loss (NOL)Indefinite · 80% of taxable income/yr-----
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Capital LossIndefinite · $3K/yr vs ordinary income-----
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Passive Activity LossIndefinite · offset passive income only-----
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Charitable Contribution5-year carryforward
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Foreign Tax Credit1-yr back · 10-yr forward----
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General Business Credit1-yr back · 20-yr forward----
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AMT CreditIndefinite · offset regular tax----
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Excess Business LossConverts to NOL carryforward-----
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TOTAL CARRYOVERS-----
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HOW TO USE THIS TRACKER
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 Step 1Navigate to each carryover tab (NOL, CapLoss, etc.).
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 Step 2Enter your loss / credit amounts in BLUE cells — one row per tax year.
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 Step 3Enter your income available to absorb carryovers — the sheet calculates usage automatically.
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 Step 4This Dashboard updates automatically showing remaining balances per year.
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 Step 5For charitable carryovers, enter the year created — the 5-yr expiry is tracked automatically.
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