Articles in this section

Filling out a Sch. D - VIDEO INCLUDED

 

Adding the Sch. D to the return can be done by linking to it via Line 13.

The Schedule's primary locations are for Short-Term and Long-Term transactions.

The best way to report Capital Gains and losses, be it shorts or longs, is to use the Capital Gain Worksheet. It can be linked to through the Total line under either section. This allows you to list out the information from 1099-B forms in detail and also ensures that the program can allocate each transaction to the correct 8949.

For more information regarding the Capital Gain Worksheet and 8949’s, see our Solution Center article here: (Add a link to Capital Gain article)

Sch_D.png

This applies to all years of the UltimateTax software.

 

Solution Articles:

Filling out a Sch. A - VIDEO INCLUDED

Filling out a Sch. B - VIDEO INCLUDED

Filling out a Sch. C - VIDEO INCLUDED

Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.