Schedule wd 2026

1. Click ‘Get Form’ to open the Schedule WD in the editor.
2. Begin by entering your name(s) as shown on Form 1 or Form 1NPR in the designated field.
3. Input your social security number in the appropriate section to ensure accurate identification.
4. For Part I, enter your short-term capital gains and losses. Fill in the proceeds (sales price) and cost or other basis for each asset held one year or less.
5. Calculate adjustments to gain or loss from Form(s) 8949, and combine these results with your entries to determine net short-term gain or loss.
6. Proceed to Part II for long-term capital gains and losses. Repeat the process of entering proceeds and costs for assets held more than one year.
7. In Part III, summarize your results from Parts I and II, ensuring all calculations are accurate before finalizing.

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