Schedule D - Capital Gains and Losses
Printable Tax Form And Instructions 2016, 2015, 2014
Page one of IRS Form 1040 requests that you attach Schedule D to report a capital gain or loss of income if required. You can not file Schedule D with one of the shorter IRS forms such as Form 1040A or Form 1040EZ. Part 1 of form Schedule D is used to calculate your net short-term capital gain or loss for assets held one year or less. Part 2 is used to calculate your net long-term capital gain or loss for assets held more than one year. Part 3 on the second page of Schedule D directs you to various worksheets found within the instructions booklet, and how to transfer those amounts onto Form 1040.
Examples of when to use Schedule D:
- Short-term gain or loss on stocks, bonds, ETF, etc.
- Long-term gain or loss on stocks, bonds, ETF, etc.
- Gain or loss from a partnership, S corporation, estate or trust.
- Like-kind exchanges of real or personal property.
- Gain or loss from casualty or theft or property.
- Capital gain distributions not reported directly on Form 1040.
- Capital loss carryover from a prior year.
Schedule D Tax Form And Instructions
Click any of the federal IRS Schedule D tax form links below to download, view, print, edit, or save as a PDF file for the corresponding year. These free PDF files are unaltered and are pulled directly from the publisher.
Schedule D tax forms and instructions booklet are generally updated in December of each year (if updated the current year will display, prior year if not). Last year, many of the individual income tax forms were published late in December with instruction books following in early January due to last minute legislative changes.
More Tax Forms, Schedules, And Instructions
The printable Schedule D tax form and instructions booklet links above are a quick reference for those looking to print the one federal IRS form. Even more printable federal IRS tax forms, supporting schedules, and instructions booklet are grouped by year on our pages below:
Please report any broken Schedule D tax form and instructions booklet links using our contact us page found at the bottom of this page.
Last updated: November 19, 2016