Schedule D

Filed Under » ,
Dictionary Says

Definition of 'Schedule D'

A U.S. income tax form used by taxpayers to report their realized capital gains or losses.  Investors are required to report their capital gains (and losses) from the sales of assets, which result in different cash values being received for them than what was originally paid, in order to affix some amount of taxation to the income and wealth that is generated through investment activities.
Investopedia Says

Investopedia explains 'Schedule D'

Schedule D is a complicated form that has confounded investors for years. However, changes in legislation came into effect with the Jobs And Growth Tax Relief Reconciliation Act of 2003, which made qualifying dividends subject to capital gains tax instead of normal income tax, the form and its applicable regulations have become moderately less complex.

Related Definitions

Search results for

'Schedule D'

  • I sold my house. Can I exclude the gain from my income?

    http://www.investopedia.com/ask/answers/07/taxtiphome.asp
    ... This is referred to as maximum exclusion. If the gain exceeds $250,000, the excess
    amount must be reported on Schedule D of your tax return. ...

  • Will Your Home Sale Leave You With Tax Shock?

    http://www.investopedia.com/articles/pf/06/homesaletax.asp
    ... return. Otherwise, you must file the transaction on Schedule D. In either
    case, be sure to keep all records for at least three years. ...

  • Using Tax Lots: A Way To Minimize Taxes

    http://www.investopedia.com/articles/05/taxlots.asp
    ... on securities that you purchased as you must report your short-term and long-term
    gains for the year, which is done on Schedule D-Capital Gains and Losses. ...

  • How do I avoid paying excess taxes on securities I have sold?

    http://www.investopedia.com/ask/answers/07/taxtipsecurities.asp
    ... Capital gains and losses are reported on your Schedule D: Capital Gains and Losses,
    and the resultant amount is carried over to your tax return (1040). ...

  • What are Schedule K-1 documents used for?

    http://www.investopedia.com/ask/answers/09/k-1-tax-form.asp
    ... K-1 can be quite complex and require multiple entries on the taypayer's federal
    return, including such entries on the Schedule A, Schedule B, Schedule D and in ...

  • Filing Your First Tax Return

    http://www.investopedia.com/articles/tax/10/filing-your-first-tax-return.asp
    ... However, with your investment account information, you will have to fill out a schedule
    B form and maybe a schedule D, for capital gains and profits for ...

  • Will A New Fund Manager Cost You?

    http://www.investopedia.com/articles/mutualfund/07/newfundmanager.asp
    ... In January of next year, the fund company will send you a 1099-Div Form indicating
    the exact amount to report on Schedule D of your tax return. ...

  • Avoiding A Big Tax Bill On Real Estate Gains

    http://www.investopedia.com/articles/tax/09/property-sale-installment-payment.asp
    ... rate. The gain from an installment sale is reported on IRS Form 6252 and then
    carried to the Schedule D on Form 1040. Interest Taxpayers ...

  • Series 6 Study Guide - Taxation Issues - Calculating Gains and ...

    http://www.investopedia.com/exam-guide/finra-series-6/taxation-issues/calculating-gains-losses.asp
    ... term losses. If both holding periods result in gains (or both in losses),
    they are reported separately on Schedule D. If one holding ...

  • Tax-Loss Harvesting: Reduce Investment Losses

    http://www.investopedia.com/articles/taxes/08/tax-loss-harvesting.asp
    ... in tax. Thus, on Schedule D of the 1040 tax form, the loss will be disallowed
    if the same asset is purchased within 30 days. This ...

Related Articles

Bank Rates
Product Today Last Wk
$10K MMA 0.50% 0.51%
MMA 0.45% 0.46%
6 Month CD 0.46% 0.47%
1 Year CD 0.70% 0.75%
5 Year CD 1.46% 1.46%
1 Year Jumbo CD 0.66% 0.67%
Rate data provided by Bankrate
Product Today Last Wk
$30K HELOC 4.59% 4.60%
$30K Home Equity Loan 5.74% 5.77%
$50K Home Equity Loan 5.45% 5.50%
$50K HELOC 4.24% 4.24%
$100K Home Equity Loan 5.41% 5.46%
$100K HELOC 4.13% 4.13%
Rate data provided by Bankrate
Product Today Last Wk
30 Year Fixed 3.80% 3.80%
15 Year Fixed 3.09% 3.11%
1 Year ARM 3.54% 3.53%
30 Year Fixed Jumbo 4.38% 4.38%
5/1 ARM 2.65% 2.69%
3/1 ARM 2.69% 2.69%
Rate data provided by Bankrate
Product Today Last Wk
60 Month Used Car Loan 4.51% 4.51%
48 Month Used Car Loan 4.35% 4.35%
48 Month New Car Loan 3.24% 3.24%
36 Month Used Car Loan 4.34% 4.36%
36 Month New Car Loan 3.11% 3.13%
60 Month New Car Loan 3.35% 3.34%
Rate data provided by Bankrate
Partner Links