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    IRS Form1040 Schedule D 2011

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    Alexis Tocqueville
    This document is the IRS Schedule D form for reporting capital gains and losses. It contains instructions for reporting short-term capital gains and losses from assets held for one year or less in Part I. Part II contains instructions for reporting long-term capital gains and losses from assets held for more than one year. Part III provides a summary of gains and losses and instructions for calculating the capital gains tax.

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    IRS Form1040 Schedule D 2011

    Uploaded by

    Alexis Tocqueville
    52 views2 pages
    This document is the IRS Schedule D form for reporting capital gains and losses. It contains instructions for reporting short-term capital gains and losses from assets held for one year or less in Part I. Part II contains instructions for reporting long-term capital gains and losses from assets held for more than one year. Part III provides a summary of gains and losses and instructions for calculating the capital gains tax.

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    This document is the IRS Schedule D form for reporting capital gains and losses. It contains instructions for reporting short-term capital gains and losses from assets held for one year or less in Part I. Part II contains instructions for reporting long-term capital gains and losses from assets held for more than one year. Part III provides a summary of gains and losses and instructions for calculating the capital gains tax.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    52 views2 pages

    IRS Form1040 Schedule D 2011

    Uploaded by

    Alexis Tocqueville
    This document is the IRS Schedule D form for reporting capital gains and losses. It contains instructions for reporting short-term capital gains and losses from assets held for one year or less in Part I. Part II contains instructions for reporting long-term capital gains and losses from assets held for more than one year. Part III provides a summary of gains and losses and instructions for calculating the capital gains tax.

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    SCHEDULE D (Form 1040)

    Department of the Treasury Internal Revenue Service (99) Name(s) shown on return

    Capital Gains and Losses


    Attach to Form 1040 or Form 1040NR. See Instructions for Schedule D (Form 1040). Use Form 8949 to list your transactions for lines 1, 2, 3, 8, 9, and 10.

    OMB No. 1545-0074

    Attachment Sequence No. 12 Your social security number

    2011

    Part I

    Short-Term Capital Gains and LossesAssets Held One Year or Less


    (e) Sales price from (f) Cost or other basis Form(s) 8949, line 2, from Form(s) 8949, line 2, column (f) column (e) (g) Adjustments to gain or loss from Form(s) 8949, line 2, column (g) (h) Gain or (loss) Combine columns (e), (f), and (g)

    Complete Form 8949 before completing line 1, 2, or 3. This form may be easier to complete if you round off cents to whole dollars. 1 Short-term totals from all Forms 8949 with checked in Part I . . . . . . . . . . 2 Short-term totals from all Forms 8949 with checked in Part I . . . . . . . . . . 3 Short-term totals from all Forms 8949 with checked in Part I . . . . . . . . . . box . . box . . box . . A . B . C .

    ( ( (

    ) ) ) 4 5 6 ( )

    4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 . 5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . 7 Net short-term capital gain or (loss). Combine lines 1 through 6 in column (h). If you have any long-term capital gains or losses, go to Part II below. Otherwise, go to Part III on the back . . .

    Part II

    Long-Term Capital Gains and LossesAssets Held More Than One Year
    (e) Sales price from (f) Cost or other basis Form(s) 8949, line 4, from Form(s) 8949, line 4, column (f) column (e) (g) Adjustments to gain or loss from Form(s) 8949, line 4, column (g) (h) Gain or (loss) Combine columns (e), (f), and (g)

    Complete Form 8949 before completing line 8, 9, or 10. This form may be easier to complete if you round off cents to whole dollars.

    8 Long-term totals from all Forms 8949 with box A ( ) checked in Part II . . . . . . . . . . . . 9 Long-term totals from all Forms 8949 with box B ( ) checked in Part II . . . . . . . . . . . . 10 Long-term totals from all Forms 8949 with box C ( ) checked in Part II . . . . . . . . . . . . . 11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from Forms 4684, 6781, and 8824 . . . . . . . . . . . . . . . . . . . . . . 12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 13 Capital gain distributions. See the instructions . . . . . . . . . . . . . . . . . . 14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . 15 Net long-term capital gain or (loss). Combine lines 8 through 14 in column (h). Then go to Part III on the back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
    For Paperwork Reduction Act Notice, see your tax return instructions.
    Cat. No. 11338H

    11 12 13 14 ( 15
    Schedule D (Form 1040) 2011

    Schedule D (Form 1040) 2011

    Page 2

    Part III
    16

    Summary
    . . . . . . . . . . . . . . . . . . 16

    Combine lines 7 and 15 and enter the result

    If line 16 is a gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line 14. Then go to line 17 below. If line 16 is a loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete line 22. If line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040, line 13, or Form 1040NR, line 14. Then go to line 22. 17 Are lines 15 and 16 both gains? Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22. Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions . .

    18 19

    18

    Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . Are lines 18 and 19 both zero or blank? Yes. Complete Form 1040 through line 43, or Form 1040NR through line 41. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 44 (or in the instructions for Form 1040NR, line 42). Do not complete lines 21 and 22 below. No. Complete Form 1040 through line 43, or Form 1040NR through line 41. Then complete the Schedule D Tax Worksheet in the instructions. Do not complete lines 21 and 22 below.

    19

    20

    21

    If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of: The loss on line 16 or ($3,000), or if married filing separately, ($1,500)

    21 (

    Note. When figuring which amount is smaller, treat both amounts as positive numbers. 22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b? Yes. Complete Form 1040 through line 43, or Form 1040NR through line 41. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 44 (or in the instructions for Form 1040NR, line 42). No. Complete the rest of Form 1040 or Form 1040NR.
    Schedule D (Form 1040) 2011

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