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Unformatted text preview: OMB No. 154&0074 Fm 8949 2©16 Deparimrmt of the Treasury Internal Revomo Service Mamas) shown on return Sales and Other Dispositions of Capital Assets > Information about Form 8949 and its separate motivations is at wwwfisgovlformtisos. Dr File with year Schedde D to list vow transactions for tines 1b, 2, 3, 8b, 9, and 10 of smoure D. fimnfie‘ 1 2A Socia security number or taxpayer ioeotifioafion number Before you check Box A, B, or C below, see whether you received any Formfsj 1099-8 or substioite statementt's} from your broker: A substitute statement will have the some infomatr‘on as Font: 1099-8. Either will Show whether your basis {usuaiiy your cost) was reported to the IRS by your broker and may even tot! you which box to check. Short-Term. Transactions involving capital assets you hoid 1 year or toss are short term. For long-term transactions, see page 2. Note: You may aggregate ail short-term transactions reported on Form(s) 1099-8 showing basis was reported to the RS and for which no adjustments or codes are required. Enter the totais directty on Schedule E), line to; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check ooiy one box. if more than one box oppiios for your short-term transactions. compiete a separate Form 8949, page 1, for each appiioablo box. if you have more short-term transactions than will tit on this page for one or more of the boxes, complete as many forms with the same: box checked as you need 1:] {A} Short-tons transactions reported on Form(s) 199943 showing basis was reported to the 1R8 (see Note above) {3 {B} Short-term transactions reported on Form(s} 1999-9 showing basis wasn‘t reported to the IRS {:3 (C) Short—tom transactions not reported to you on Form 1099—8 Artimtmontfitooyfiogsinofloss (a) it you enter an amount in coimm {93, m3 Cost or other basis. mm a code “1 column {'3‘ Gotn or {toss}. See the flour bestow See the separate instrucm Subtract ootumo {e} (a) Dosonptioootproporty Dateooquired andoeeC 'rm(e} fromcotmmtdiaod (Example: 100 5h’ XYZ 00') in the separate if} (9} combine the zestfit instructions 90113593 from {mount of with coitm (g) instmcflons adfirstmont 2 Totats. Add the amounts in ooiomns (d), (o). {g}, and (h) (subtract negative amounts} Enter each totai hero and Enciodo on your Schedule D. line 11: 6f Box A above is shocked), line 2 (if Box 3 above is check» or lines at 80x 1: above is check . )- Note: if you checked Box A above but the basis reported to the ms was incorrect, enter in coiumn (o) {no basis as reportod to the IRS, and enter an adjustment in cotumn (g) to correct the basis. See Cotumn (g) in the separate instructions for how to figure the amount of the adjustmont, For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. $7682 Form 8949 {2016) Form 8949 {2016) Attachment Sequence No. 12A Page 2 Mamie} Show: on return, Name and SSN or taxpaye: identification m not reqwired if shown on other side ! 309585 am What“ of taxpayer identification numb-er Before you check Box 0, E, or F befow, see whether you received any Formfs} 1099-8 or substitute statements} from your broker. A subs more statement wii! have the same infomtion as Form 1099-8. Eifiter will show whether your basis (usually your cost) was reported to the 188 by your broker and may even tell you which box to check. Long-Term. Transactions involving capitai assets you held more than 1 year are long term. For shortuterm transactions, see page 1. Note: You may aggregate ali tong—term transactions reported on Form(s) 109943 showing basis was reported to the iFiS and for which no adjustments or codes are required. Enter the totais directly on Schedule {3. time So; you aren't required to report these transactions on Form 8949 (see instructions), You must check Box D, E, or F bestow. Cheek onty one box. if more than one box appiies for your tong—term transactions, oompieto a separate Form 8949, page 2, for each appiicabie box. If you have more tong—term transactions than wilt fit on this page for one or more of the boxes. complete as many forms with the same box checked as you need. [:3 (0) Long-term transactions reported on Formts) 1099f} showing basis was reported to the 3R5 (see Note above) [:3 (E) Longwterm transactions reported on Formis) 1099‘s showing basis wasn't reported to the :88 {F} Long~term transactions not reported to you on Form 1099-8 washout, item. to gain or toss 3 is) if you enter an W in ooiurm (g). 911 (c) {at Cost or outer basis. mist a code in m (13- Gain or {£053}. . . {a} {b} .. Date said or 399““ W Matias. Subtract column {9) Description of property Date amused éis i of from column (d) and [Exampta 166 sit. XYZ Co.) (Mo, day. yr.) (Mo, day. W) I t the remit Amomt of with ooish'rln (g) adiostmem 1966 Ft prope y 2016 9"331.)‘90’0--- 3:550'000 2 Toms. Add the amouots in columns (d), (e), (g), and (it) (subtract negative amounts). Enter each iota! here and inciude on your Scheduie D, line 813 (if Box D above is checked) line 9 6f 80x E _ above is check a , or line to if Box F above is checkedil‘ 3.553500 Note: if you checked Box D above but the basis reported to the ms was incorrect. enter in coiumn (e) the basis as reported to the IRS, and enter an adjustment in Coiumn (g) to correct the basis. See Column (9) in the separate instructions {or how to figure the amount of the adg‘ustment. Form 8949 {2016) ...
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