Appendix-Schedule D.pdf - SCHEDULE D(Form 1840 OMB No...

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Unformatted text preview: SCHEDULE D (Form 1840) OMB No. 1545-0074 Capitat Gains and Losses > Attach to Form 1940 or Form “MONK. WWI of the Beam” 3» information about Schedule D and its separate instructions is at wwjrsgcvlsohodumd. Attachment internai Revenue Service (99) > Use Form 8949 to list your transactions for tines 1b, 2, 3, 85, 9, and to. Sequence “0- 12 Namds} shown on return Your sociai security number Short-Term Capitai Gains and Losses—Assets Held One Year or Less See instructions for how to figure the amounts to enter on the is) twain Mass) lines beiow. {d} {e} Adiustments Sobtractooiurmte} _ _ Proceeds Cost to gain or loss from from coimm (d) and This form may be essrer to compiete it you round off cents to (sales price) (or other basis) Fannie) 3949. Part i, Watt-rereadtwi‘th whole doiiars. tine 2‘ coiumn (9) mm a) ta Totals tor sit short—term transactions reported on Form 1099~B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report at! those transactions on Form 8949, leave this tine biank and go to line to . 1b Totais for aii transactions reported on Fonds) 8949 with Boonhecked 2 Totais for oil transactions reported on Fonn(s) 8949 with Bochhocked............. 3 Totais for ail transactions reported on Form(s) 8949 with BoxCoheckod.....i....... 4 Short-term gain from Form 6252 and shorHenn gain or {toss} from Forms 4684. 6781. and 8824 , l 5 Net shortmterm gain or {loss} from partnerships, S corporations. estates, and trusts from ! Schedule(s)K-1...._.,..................... _ 6 Short«term capital toss carryover. Enter the amount, if any, from line 8 of your Capitai toss Carryover ! Worksheetintheinstmotions....................... ( ) 7 Net short-term capital gain or (loss). Combine tines 1a through 6 in coiumn (h). if you have any tong» term capitai gains or losses, go to Part it bsiow. Otherwise, go to Part iii on the back . , 7 Long-Terra Capital Gains and Losses—Assets Hetd More Than One Year See instructions for how to figure the amounts to enter on the to) if!) Gain cram} tines beiow. {it} (e) Adjustments Subtract cots-no (a) _ _ Proceeds Cost to gain ortoss from fromooiomn (attend This form may be easier to complete If you round off cents to (sales price) (or other basis) Formrs) 83ers, Part It. oombiheihomsLitwfih whoio dotiars, tine 2. mm (9} coiurnn [9) Ba Totals for aii tong—term transactions reported on Form 109943 for which basis was reported to the RS and for which you have no adjustments (see instructions}. However, it you choose to report aii these transactions on Form 8949, leave this tine biank and go to line so . _ 813 Totals for aii transactions reported on Forrn(s) 8949 with Bochhecked.........-..t 9 Totais for at! transactions reported on Formts) 8949 with BoxEchecked 1G Totais for at! transactions reported on Forrn(s) 8949 with Bochheckod. . . . . . . . . i . . . . _- 450,609- 8,550,000 11 Gain from Form 479?, Part i: tong—term gain from Forms 2439 and 6252; and tong—term gain or (loss) tromForms4684,6781,and8824 . . . . . . . . . . . . . . . . . . . . . 11 12 Net tong-term gain or (loss) from partnerships. S corporations, estates, and trusts from Scheduie{s) K-1 13 Capital gain distributions. See the instructions 1 . . . . . . . , . . . . . . . . H 14 Long-torn: capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryovor a Workshootintheinstructions......‘............._.. ( i 15 Net tong-term capitai gain or {loss}. Combine lines 8a through 14 in coiumn (h). Then go to Part tit on the back . . . . . . 15 8,550,060 For Paperwork Reduction Act Notice, see your tax return instructions» Cat. No. 11338H Schemes to (Form 11340) 2016 Schedule B (Fm 1040) 2616 Page 2 Summary 16 Combine lines 7 and 15 and enter the resuit G If tine 16 is a gain, enter the amount 1mm line 16 on Form 1040, tine 13, or Form 104GNR. tine 14.1hen go to time 17 beiow. - if tine 15 is a toss, skip tines 17 through 20 below. Then go to line 21. Atso be sure to compiete line 22. o if tine 16 is zero, skip lines 17 through 21 beiow and enter -0, on Form 1040, tine 13. or Form 1040NR, iine 14. Then go to Zine 22. 17 Are fines 15 and 16 both gains? Yes. Go to line 18. if} No. Skip lines 18 through 21, and go to line 22, 18 Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions . . b 19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1256 Gain Worksheet in the instructions..........-........‘._......) 20 Are lines 18 and 19 both zero or blank? Yes. Compiete the Quaiified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1940, tine 44 (or in the instructions for Form 10485112, line 42). Don‘t compiete lines 21 and 22 below. [:1 No. Comptsts the Schedule D Tax Worksheet in the instructions. Don‘t oompiets lines 21 and 22 below. 21 if line 1613 a ioss, enter here and on Form 1040, fine 13, or Form 1040MB, tine 14, the smaller of: - The loss on iine16 or ' ($3,008), or if married Siting separately. ($1.500) Note: When figuring which amount is smaiier, treat both amounts as positive numbers. 22 Do you have quaiiiied dividends on Form 18413, tine 9b, or Form 1049518, tine 10b? [3 Yes, Compiete the Qualified Dividends and Capitai Gain 3‘ax Worksheet in the instructions for Form 1040, fine 44 (or in the instructions for Form 10491113, line 42; E} No. Compiete the rest of Fem: 1040 or Form 1G40NR. Wigs D (Form 1040) 2916 ...
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