Be sure to complete and enclose
pages 1–5 of Schedule D-IS.
SOCIAL SECURITY NUMBER
FIRST NAME
M.I.
LAST NAME
Note: Complete Schedule D-IS, Installment Sales, if you are reporting any capital gains on installment sales occurring between January 1, 1996 through
December 31, 2002. If you are required to file Schedule D-IS, you must include any capital gains or losses otherwise reportable on Schedule D. Also, be
sure to enclose U.S. Form 6252, Installment Sale Income, for each installment sale.
Schedule D-IS
Long-Term Capital Gains and Losses Excluding Collectibles
2013
Type of return filed. Fill in applicable oval:
Form 1
Form 1-NR/PY
Form 2
Form 3M
Part 1. Long-Term Capital Gains and Losses, Excluding Collectibles
For lines 1 through 6, 8 and 10, enter the amounts from the sale, exchange
If showing a loss, mark an X in box at left
M
or involuntary conversion of Massachusetts capital assets.
1
Enter amounts included in U.S. Sch. D, lines 8a and 8b, col. h. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2
Enter amounts included in U.S. Sch. D, line 9, col. h . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3
Enter amounts included in U.S. Sch. D, line 10, col. h . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4
Enter amounts included in U.S. Sch. D, line 11, col. h . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
5
Enter amounts included in U.S. Sch. D, line 12, col. h . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6
Enter amounts included in U.S. Sch. D, line 13, col. h. If U.S. Schedule D not filed, enter the amount
from U.S. Form 1040, line 13 or U.S. Form 1040A, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7
Massachusetts long-term capital gains and losses included in U.S. Form 4797, Part II (not included
in lines 1 through 6). See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8
Carryover losses from prior years . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9
Combine lines 1 through 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10
Differences, if any. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11
Adjusted capital gains and losses. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12
Long-term gains on collectibles and pre-1996 installment sales. See instructions. Also enter amount
in Schedule B, Part 2, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
13
Long-term capital gain on installment sales from January 1, 1996 through December 31, 2002.
See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
14
Subtotal. Subtract the total of lines 12 and 13 from line 11. See instructions . . . . . . . . . . . . . . . . . . 14
15
Long-term capital losses applied against long-term capital gains. See instructions. . . . . . . . . . . . . . . . . 15
16
Subtotal. Combine line 14 and line 15. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
17
Capital losses applied against capital gains. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
18
Subtotal. If line 16 is greater than “0,” subtract line 17 from line 16. If line 16 is less than “0,”
combine lines 16 and 17. If line 18 is a loss, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
19
Long-term capital losses applied against interest and dividends. See instructions . . . . . . . . . . . . . . . . . . 19
20
Subtotal. Combine line 18 and line 19. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21
Allowable deductions from your trade or business (from Schedule C-2). See instructions . . . . . . . . . . . 21
22
Subtotal. Subtract line 21 from line 20. Not less than “0” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
23
Excess exemptions (only if single, head of household or married filing jointly). See instructions . . . . . . . . . . . . . . . 23
24
Taxable long-term capital gains. Subtract line 23 from line 22. Not less than “0.” Enter result here
and on Schedule D-IS, Part 3, line 24, col. 1. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
BE SURE TO COMPLETE SCHEDULE D-IS, PAGE 2 (ON OTHER SIDE) AND SCHEDULE D-IS, PAGES 3, 4 AND 5.