Schedule D Individual - Capital Assets Gains And Losses, And Variable Annuity Contracts - 2011
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1
2Schedule D Individual
CAPITAL ASSETS GAINS AND LOSSES,
Rev. Mar 9 12
2011
TOTAL DISTRIBUTIONS FROM QUALIFIED PENSION PLANS
AND VARIABLE ANNUITY CONTRACTS
Taxable year beginning on _________________, _____ and ending on ________________, _____
Social Security Number
Taxpayer's name
Part I
Short-Term Capital Assets Gains and Losses (Held 6 months or less)
52
(A)
(B)
(C)
(D)
(E)
(F)
Date Acquired
Description and Location of Property
Date Sold
Sale Price
Adjusted Basis
Selling Expenses
Gain or Loss
(Day/Month/Year)
(Day/Month/Year)
00
00
00
00
(01)
00
00
00
00
(02)
00
(03)
00
00
00
00
1.
Net short-term capital gain (or loss) ........................................................................................................................................................
(04)
00
2.
Net short-term capital gain on sale of your principal residence and/or sole proprietorship business (Submit Schedule D1 and /or G Individual) ........
(05)
00
3.
Distributable share on net short-term capital gain (or loss) from Estates or Trusts .................................................................................................
(06)
00
4.
Distributable share on net short-term capital gain (or loss) from Partnerships (Submit Form 480.6 S) ......................................................................
(07)
00
5.
Distributable share on net short-term capital gain (or loss) from Special Partnerships (Submit Form 480.6 SE) ........................................................
(08)
00
6.
Distributable share on net short-term capital gain (or loss) from Corporations of Individuals (Submit Form 480.6 CI) ................................................
(09)
7.
Net short-term capital gain (or loss) on investment funds or attributable to direct investment and not through a Capital Investment Fund, or distributable
00
share on net short-term capital gain (or loss) from Employees - Owned Special Corporations (Submit detail. See instructions) ..........
(10)
00
8.
Net capital loss carryover (Submit schedule) ................................................................................................................................................
(11)
00
9.
Excess of deductions over the income derived from an activity that is not your principal industry or business (See instructions) ..........................
(12)
00
10.
Net short-term capital gain (or loss) (Add lines 1 through 9) .......................................................................................................................
(15)
Part II
Long-Term Capital Assets Gains and Losses (Held more than 6 months)
(F)
(A)
(B)
Description and Location
Gain or Loss
Fill in if
(C)
(D)
(E)
(G)
Date Acquired
Date Sold
(Act 132- 2010 and Act
of Property
you Prepaid
Sale Price
Adjusted Basis
Selling Expenses
Gain or Loss
(Day/Month/Year)
(Day/Month/Year)
216-2011. See inst.)
00
(25)
00
00
(22)
00
(16)
(19)
00
(26)
00
00
00
(23)
00
(20)
00
(17)
(27)
00
(24)
(21)
00
00
00
00
(18)
00
11.
Net long-term capital gain (or loss) ...........................................................................................................................................
(28)
00
12.
Net long-term capital gain (or loss) on sale of your principal residence and/or sole proprietorship business (Submit Schedule D1 and /or G Individual)
(29)
00
13.
Distributable share on net long-term capital gain (or loss) from Estates or Trusts .................................................................................................
(30)
00
14.
Distributable share on net short-term capital gain (or loss) from Partnerships (Submit Form 480.6 S) .....................................................................
(31)
00
15.
Distributable share on net long-term capital gain (or loss) from Special Partnerships (Submit Form 480.6 SE) ........................................................
(32)
00
16.
Distributable share on net long-term capital gain (or loss) from Corporations of Individuals (Submit Form 480.6 CI) .................................................
(33)
00
17.
Lump-sum distributions from variable annuity contracts - Taxpayer (See instructions) .........................................................................................
(34)
00
18.
Lump-sum distributions from variable annuity contracts - Spouse (See instructions) ...........................................................................................
(35)
19.
Net long-term capital gain (or loss) on investment funds or attributable to direct investment and not through a Capital Investment Fund, or distributable
00
share on net long-term capital gain (or loss) from Employees - Owned Special Corporations (Submit detail. See instructions) .................................
(36)
00
20.
Excess of deductions over the income derived from an activity that is not your principal industry or business (See instructions) ........................................
(37)
00
21.
Net long-term capital gain (or loss) (Add lines 11 through 20) ....................................................................................................................
(38)
Part III
Long-Term Capital Assets Gains and Losses (Held more than 6 months) Realized under Special Legislation
(A)
(B)
Fill in if you
(C)
(D)
(E)
(F)
Description and Location of Property
Date Acquired
Date Sold
Prepaid
Sale Price
Adjusted Basis
Selling Expenses
Gain or Loss
(Day/Month/Year)
(Day/Month/Year)
00
00
00
(39)
00
22.
Net long-term capital gain (or loss) under Act: ________________________ (Decree No. ______________________) .................
(40)
00
Retention Period: Ten (10) years
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