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owner

Alex Demo

owner@demo.firm.test

AD

C

Codenamepreparer

Workspace

Dashboard Workflow Documents Clients Returns Review queue Audit log Knowledge graph

This return

Ingestion01 Extraction02 Calculation03 Rendered return04

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Firm

Team Firm config

AD

Alex Demo

Owner · Demo Firm, LLP

Unverified provenance

Returns/2024/Patricia & James Whitfield

Preparer In Progress

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1 IngestionData ingestion
2 ExtractionField extraction
3 CalculationCalculation engine
4 ReturnRendered return

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Schedule D - Capital Gains and Losses

Tax year 2025 - attaches to Form 1040

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Citations:IRS Schedule D (Form 1040) instructions (TY2025)IRS Pub 550 (Investment Income and Expenses)

Part I - Short-term capital gains and losses

Covered short-term 1099-B totals summarized from Form 8949.

Line 1a - Short-term proceeds
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Line 1e - Short-term cost or other basis
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Line 1h - Short-term gain or (loss)
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Line 7 - Net short-term capital gain or (loss)
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Part II - Long-term capital gains and losses

Long-term sale buckets plus capital gain distributions.

Line 8a - Long-term proceeds
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Line 8e - Long-term cost or other basis
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Line 8h - Long-term gain or (loss)
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Line 13 - Capital gain distributions
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Line 15 - Net long-term capital gain or (loss)
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Part III - Summary

Line 16 - Combined capital gain or (loss)
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Line 21 - Capital loss deduction allowed
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