SCHEDULE D
(Form 1040)
Department of the Treasury
Internal Revenue Service (99)
Capital Gains and Losses
©
Attach to Form 1040 or Form 1040NR.
©
See Instructions for Schedule D (Form 1040).
©
Use Schedule D-1 to list additional transactions for lines 1 and 8.
OMB No. 1545-0074
2009
Attachment
Sequence No.
12
Name(s) shown on return
Your social security number
Part I
Short-Term Capital Gains and Losses—Assets Held One Year or Less
(a) Description of property
(Example: 100 sh. XYZ Co.)
(b) Date acquired
(Mo., day, yr.)
(c) Date sold
(Mo., day, yr.)
(d) Sales price
(see page D-7 of
the instructions)
(e) Cost or other basis
(see page D-7 of
the instructions)
(f) Gain or (loss)
Subtract (e) from (d)
1
2
Enter your short-term totals, if any, from Schedule D-1,
line 2 . . . . . . . . . . . . . . . . . .
2
3 Total short-term sales price amounts. Add lines 1 and 2 in
column (d) . . . . . . . . . . . . . . . .
3
4
Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824
4
5
Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s) K-1 . . . . . . . . . . . . . . . . . . . . . . . . . .
5
6 Short-term capital loss carryover. Enter the amount, if any, from line 10 of your Capital Loss
Carryover Worksheet on page D-7 of the instructions . . . . . . . . . . . . .
6
( )
7 Net short-term capital gain or (loss). Combine lines 1 through 6 in column (f) . . . . .
7
Part II
Long-Term Capital Gains and Losses—Assets Held More Than One Year
(a) Description of property
(Example: 100 sh. XYZ Co.)
(b) Date acquired
(Mo., day, yr.)
(c) Date sold
(Mo., day, yr.)
(d) Sales price
(see page D-7 of
the instructions)
(e) Cost or other basis
(see page D-7 of
the instructions)
(f) Gain or (loss)
Subtract (e) from (d)
8
9
Enter your long-term totals, if any, from Schedule D-1,
line 9 . . . . . . . . . . . . . . . . . .
9
10
Total long-term sales price amounts. Add lines 8 and 9 in
column (d) . . . . . . . . . . . . . . . .
10
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 . . . . . . . . . . . . . . . . . .
11
12
Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from
Schedule(s) K-1 . . . . . . . . . . . . . . . . . . . . . . . . . .
12
13
Capital gain distributions. See page D-2 of the instructions . . . . . . . . . . . .
13
14
Long-term capital loss carryover. Enter the amount, if any, from line 15 of your Capital Loss
Carryover Worksheet on page D-7 of the instructions . . . . . . . . . . . . . 14
( )
15
Net long-term capital gain or (loss). Combine lines 8 through 14 in column (f). Then go to Part
III on the back . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
For Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions.
Cat. No. 11338H
Schedule D (Form 1040) 2009