Schedule D (Form 1040) - Report Capital Gains & Losses-2025

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Schedule D (Form 1040) is a tax form used by individuals to report capital gains and losses from the sale of investments. It includes sections for short-term and long-term capital transactions, requiring taxpayers to calculate their gains or losses based on proceeds and costs. The form also provides instructions for reporting specific types of transactions and determining tax implications based on the net results.

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Click 'Get Form' to open Schedule D (Form 1040) - Report Capital Gains & Losses in the editor.
Enter your social security number and name(s) as shown on your return at the top of the form.
Indicate if you disposed of any investments in a qualified opportunity fund during the tax year by selecting 'Yes' or 'No'.
In Part I, report short-term capital gains and losses. Fill in columns for proceeds, cost, adjustments, and calculate gain or loss for each transaction.
Proceed to Part II for long-term capital gains and losses. Again, fill in the necessary columns and calculate totals.
In Part III, summarize your results from Parts I and II. Follow instructions based on whether you have a gain, loss, or zero result.
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Where should capital gain or loss be reported on Form 1040?

Capital gains and deductible capital losses are reported on Form 1040, Schedule D, Capital Gains and Losses, and then transferred to line 13 of Form 1040, U.S. Individual Income Tax Return. Capital gains and losses are classified as long-term or short term.

Where to put capital gain distribution on 1040?

Capital Gain Distributions Instead, they are included on Form 1099-DIV as ordinary dividends. Enter on Schedule D, line 13, the total capital gain distributions paid to you during the year, regardless of how long you held your investment. This amount is shown in box 2a of Form 1099-DIV.

Where do you report capital gains and losses?

Schedule D. Most people use the Schedule D form to report capital gains and losses that result from the sale or trade of certain property during the year.

What records do I need for Schedule D?

To complete Schedule D, gather the following: Records of asset acquisition and sale dates. Purchase and sale prices. Documentation of any adjustments to the assets basis. Relevant tax forms, such as Form 1099-S for real estate sales.

What is Schedule D capital gains and losses for?

Use Schedule D (Form 1040) to report the following: The sale or exchange of a capital asset not reported on another form or schedule. Gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit.

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Who does not need to file Schedule D?

Note that you do not need to file Schedule D for trades in an individual retirement account (IRA) or workplace retirement plan. Thats because taxes are deferred on many of those accountsas long as the money stays in the account. In other words, you dont pay taxes until you make withdrawals.

What is line 7 of the 1040 for capital gains or loss?

To report capital gain distributions not reported directly on Form 1040 or 1040-SR, line 7 (or effectively connected capital gain distributions not reported directly on Form 1040-NR, line 7). To report a capital loss carryover from the previous tax year to the current tax year.