For schedule 2017-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the form's sections. Schedule D is divided into parts for short-term and long-term capital gains and losses. Ensure you have your Form 8949 completed before proceeding.
3. In Part I, report short-term capital gains and losses. Enter the details from your transactions, including proceeds and cost basis, in the respective columns.
4. Move to Part II for long-term capital gains and losses. Again, input your transaction details accurately.
5. For any capital gain distributions, enter the total on line 13 as indicated in your Form 1099-DIV.
6. If applicable, complete the Capital Loss Carryover Worksheet to determine any carryovers from previous years.
7. Review all entries for accuracy before saving or exporting your completed Schedule D.

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