Form 1040 Schedule D
Description:
Schedule D is an IRS tax form used to claim nonrefundable tax credits, report other payments and refundable credits, and to report certain additional taxes owed. It is used by taxpayers to claim tax credits and report certain payments and taxes.
The type parameter is form_1040_schedule_d for the Upload endpoint.
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Basic Information
| Field Name | Data Type | Field Description |
|---|---|---|
| Basic Information___Full Name | String | Name as shown on Form 1040 Schedule D |
| Basic Information___SSN | String | Social security number as mentioned in the form |
| Basic Information___OMB No | String | OMB no mentioned at top right of Form 1040 Schedule D |
| Basic Information___Form | String | Form number mentioned at bottom right of Form 1040 Schedule D |
| Basic Information___Opportunity Fund Yes | String | Opportunity Fund Yes as shown in Form 1040 Schedule D |
| Basic Information___Opportunity Fund No | String | Opportunity Fund No as shown in Form 1040 Schedule D |
Part 1
| Field Name | Data Type | Field Description |
|---|---|---|
| Part 1___1a_d | String | 1a_d as shown in form |
| Part 1___1a_e | String | 1a_e as shown in form |
| Part 1___1a_g | String | 1a_g Shown in form |
| Part 1___1a_h | String | 1a_h Shown in form |
| Part 1___1b_d | String | 1b_d Shown in form |
| Part 1___1b_e | String | As Shown in form |
| Part 1___1b_g | String | As Shown in form |
| Part 1___1b_h | String | As Shown in form |
| Part 1___2_d | String | As Shown in form |
| Part 1___2_e | String | As Shown in form |
| Part 1___2_g | String | As Shown in form |
| Part 1___2_h | String | As Shown in form |
| Part 1___3_d | String | As Shown in form |
| Part 1___3_e | String | As Shown in form |
| Part 1___3_g | String | As Shown in form |
| Part 1___3_h | String | As Shown in form |
| Part 1___4 | String | Line 4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 |
| Part 1___5 | String | Line 5 -Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 |
| Part 1___6 | String | Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet |
| Part 1___7 | String | Net short-term capital gain or (loss). |
Part 2
| Field Name | Data Type | Field Description |
|---|---|---|
| Part 2___8a_d | String | As shown in form |
| Part 2___8a_e | String | As shown in form |
| Part 2___8a_g | String | As shown in form |
| Part 2___8a_h | String | As shown in form |
| Part 2___8b_d | String | As shown in form |
| Part 2___8b_e | String | As shown in form |
| Part 2___8b_g | String | As shown in form |
| Part 2___8b_h | String | As shown in form |
| Part 2___9_d | String | As shown in form |
| Part 2___9_e | String | As shown in form |
| Part 2___9_g | String | As shown in form |
| Part 2___9_h | String | As shown in form |
| Part 2___10_d | String | As shown in form |
| Part 2___10_e | String | As shown in form |
| Part 2___10_g | String | As shown in form |
| Part 2___10_h | String | As shown in form |
| Part 2___11 | String | Line 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 |
| Part 2___12 | String | Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 |
| Part 2___13 | String | Line 13 - Capital gain distributions. |
| Part 2___14 | String | Line 14 - Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet |
| Part 2___15 | String | Line 15 - Net long-term capital gain or (loss). |
Part 3
| Field Name | Data Type | Field Description |
|---|---|---|
| Part 3___16 | String | Line 16 - Combine lines 7 and 15 and enter the result |
| Part 3___17Yes | String | Line 17 - Yes. Go to line 18. |
| Part 3___17No | String | Line 17 - No. Skip lines 18 through 21, and go to line 22. |
| Part 3___18 | String | Line 18 - f you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the amount, if any, from line 7 of that worksheet |
| Part 3___19 | String | Line 19 - If you are required to complete the Unrecaptured Section 1250 Gain Worksheet |
| Part 3___20Yes | String | Line 20 - Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 16 |
| Part 3___20No | String | Line 20 - No. Complete the Schedule D Tax Worksheet |
| Part 3___21 | String | Line 21 - If line 16 is a loss, enter here and on Form 1040, 1040-SR, or 1040-NR, line 7, |
| Part 3___22Yes | String | Line 22 - Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 16. |
| Part 3___22No | String | Line 22 - No. Complete the rest of Form 1040, 1040-SR, or 1040-NR. |
Sample Form
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]
Updated 4 months ago