2013 Schedule D
Form 1099-B - Proceeds from Broker and Barter Exchange Transactions
Form 8949 - Sales and Other Dispositions of Capital Assets
TSJ
D
10-1
1
F
2
ST
3
City
4
5
1a
Date of sale or exchange
1b
Date of acquisition
1c
Type of gain or loss
1d
Stock or other symbol
1e
Quantity sold
2a
Proceeds from sale of stocks, bonds, or other capital assets
2b
Mark if loss based on amount in box 2a not allowed
3
Cost or other basis
4
Federal tax withheld
5
Wash sale loss disallowed
8
Description
13
State
6
7
8
9
10
11
12
13
14
15
16
14
State ID number
17
15
State Tax withheld
18
Other 8949 Information
19
Basis not reported on line 3 or Form 1099-B NOT received
Adjustment #1
Form 8949 adjustment code
Adjustment to gain or loss
AMT adjustment to gain or loss
Only this amount of gain/(loss) is subject to 28% rate
AMT cost basis
Adjustment #2
Adjustment #3
20
23
26
21
24
27
22
25
28
29
30
31
32
All of the gain/(loss) is subject to 28% rate
U.S. real property sold by a non-resident
Sch D - Loss Carryovers and Other Entries
TSJ
1
ST
2
City
3
Short Term
D2
10-2
2012
Proceeds
4
for all short-term transactions reported on Form 1099-B for which basis
1a Totals
was reported to the IRS and for which you have no adjustments
2012 Column H
2013 Column H
4
Gain (loss) 6252, 4684, 6781, and 8824
5
Gain (loss) from partnerships, S corps,
estates, trusts
6
Capital loss carryover from 2012
12
Gain (loss) from partnerships, S corps,
estates, trusts
13
Capital gain distributions
14
Capital loss carryover from 2012
8
9
10
11
2012
Federal tax withheld from Capital Gains
Drake Software - Individual Interview Sheet / Proforma - Copyright 2013
12
2012 28% Gain
Cost or
other basis
2013
13
2013 28% Gain
AMT if different
15
16
17
18
19
20
21
22
Unrecaptured section 1250 gain from partnership and S corporation K-1s
Federal Schedule D, line 19
Proceeds
14
Capital Gain Tax Computation and Withholding
19
AMT if different
7
for all long-term transactions reported on Form 1099-B for which basis
8a Totals
was reported to the IRS and for which you have no adjustments
2012 Column H
2013 Column H
Gain from Form 2439 or Form 6252
5
6
Long Term
11
Cost or
other basis
2013
23
2013
2012
24
25
26
27
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