Form 8949, Sales and Other Dispositions of Capital Assets Instructions
This form contains 244 fields organized into 8 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Additional Information | ||
| Row 5 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #5.
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| Row 10 – Description of property (column a) | Text |
Describe the asset for transaction #10.
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| Row 14 – Description of property (column a) | Text |
Describe the asset for transaction #14.
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| Transaction 3 – Date acquired | Text |
Enter acquisition date for the third asset.
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| Transaction 5 – Gain or (loss) | Text |
Gain or loss for the fifth asset after adjustments.
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| Transaction 10 – Description of property | Text |
Enter a brief description of the tenth asset.
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| Transaction 14 – Date acquired | Text |
Enter acquisition date for the fourteenth asset.
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| Totals – Reserved/extra field | Text |
This field appears in the PDF layout but is not used for Form 8949 calculations. Leave blank unless specific software instructions say otherwise.
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| Form 1099-B Reporting | ||
| Transaction 9 – Adjustment code(s) | Text |
Enter adjustment code(s) for the ninth asset, if any.
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| Transaction 9 – Amount of adjustment | Text |
Dollar amount of adjustment for the ninth asset.
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| Transaction 9 – Gain or (loss) | Text |
Gain or loss for the ninth asset after adjustments.
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| Personal Information | ||
| Taxpayer name(s) shown on return | Text |
Type the primary taxpayer’s full name (and spouse’s name if filing jointly) exactly as it appears on your Form 1040/1040-SR. This must match your main return so the IRS can match Form 8949 to your account.
|
| Social security or taxpayer identification number | Text |
Enter the SSN or ITIN of the taxpayer shown on the return. Use the same number that appears on the top of your Form 1040/1040-SR.
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| Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side | Text |
Enter the name(s) shown on your tax return. If the name and SSN or taxpayer identification number are shown on the other side of the form, you do not need to enter them here.
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| Social security number or taxpayer identification number | Text |
Enter your Social Security Number (SSN) or taxpayer identification number. This field has a maximum length of 11 characters.
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| Reporting Details | ||
| Row 5 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #5.
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| Row 5 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #5, if needed.
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| Row 5 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #5.
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| Row 8 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #8.
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| Row 8 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #8.
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| Row 8 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #8.
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| Row 8 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #8, if applicable.
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| Row 9 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #9, if needed.
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| Row 9 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #9.
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| Row 9 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #9.
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| Row 13 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #13, if needed.
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| Row 13 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #13.
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| Row 13 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #13.
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| Totals – Proceeds (column d) | Text |
Add the amounts you entered in column d for all short-term transactions listed above and enter the total here.
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| Totals – Cost or other basis (column e) | Text |
Add the amounts in column e for all listed transactions and enter the total cost or basis here.
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| Totals – Code(s) (column f) | Text |
If you used a single adjustment code for every transaction, you may repeat it here; otherwise leave blank. No numeric total is required.
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| Transaction 2 – Amount of adjustment | Text |
Dollar amount of any adjustment for the second asset.
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| Transaction 2 – Gain or (loss) | Text |
Gain or loss for the second asset after adjustments.
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| Transaction 3 – Description of property | Text |
Enter a brief description of the third asset.
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| Transaction 5 – Cost or other basis | Text |
Cost or adjusted basis of the fifth asset.
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| Transaction 5 – Adjustment code(s) | Text |
Enter adjustment code(s) for the fifth asset, if any.
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| Transaction 5 – Amount of adjustment | Text |
Dollar amount of adjustment for the fifth asset.
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| Transaction 13 – Amount of adjustment | Text |
Dollar amount of adjustment for the thirteenth asset.
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| Transaction 13 – Gain or (loss) | Text |
Gain or loss for the thirteenth asset after adjustments.
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| Transaction 14 – Description of property | Text |
Enter a brief description of the fourteenth asset.
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| Totals – Proceeds (column d) | Text |
Enter the total of all amounts in column (d) for long-term transactions on this page (add positive amounts and subtract negatives).
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| Totals – Cost or other basis (column e) | Text |
Enter the total of all amounts in column (e) for long-term transactions on this page.
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| Totals – Amount of adjustment (column g) | Text |
Enter the net total of all adjustment amounts in column (g) (add positive adjustments and subtract negatives).
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| Summary | ||
| Totals – Amount of adjustment (column g) | Text |
Sum the positive and negative adjustment amounts from column g for all transactions and enter the net total here.
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| Totals – Net gain or (loss) (column h) | Text |
Add the gain or loss figures from column h for all transactions. This net amount will flow to Schedule D in accordance with the Form 8949 instructions.
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| Transaction Details | ||
| Row 1 – Description of property (column a) | Text |
For transaction #1, briefly describe the asset sold (e.g., '100 sh. XYZ Corp.'). Include quantity and any identifying details the broker supplied.
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| Row 1 – Date acquired (column b) | Text |
Enter the acquisition date of the property in MM/DD/YYYY format for transaction #1. If acquired on multiple dates, you may enter 'VARIOUS'.
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| Row 1 – Date sold or disposed (column c) | Text |
Provide the sale or disposition date (MM/DD/YYYY) for transaction #1.
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| Row 1 – Proceeds, sales price (column d) | Text |
Enter the gross proceeds received for transaction #1 as reported by your broker (usually shown on Form 1099-B).
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| Row 1 – Cost or other basis (column e) | Text |
Input your cost or adjusted basis for transaction #1. This is generally what you paid, plus commissions or fees.
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| Row 1 – Code(s) from instructions (column f) | Text |
If the IRS instructions require a code for an adjustment to basis or gain/loss on transaction #1, enter the single-letter code here; otherwise leave blank.
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| Row 1 – Amount of adjustment (column g) | Text |
If you entered a code in column f for transaction #1, enter the corresponding adjustment amount here (positive or negative).
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| Row 1 – Gain or (loss) (column h) | Text |
Compute column d minus column e plus column g for transaction #1 and enter the result. Use parentheses to show a loss.
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| Row 2 – Description of property (column a) | Text |
Describe the asset sold in transaction #2 (e.g., '50 sh. ABC Inc.').
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| Row 2 – Date acquired (column b) | Text |
Acquisition date for transaction #2 in MM/DD/YYYY format.
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| Row 2 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #2 in MM/DD/YYYY format.
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| Row 2 – Proceeds, sales price (column d) | Text |
Gross proceeds received for transaction #2 as reported by the broker.
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| Row 2 – Cost or other basis (column e) | Text |
Your cost or adjusted basis for transaction #2.
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| Row 2 – Code(s) from instructions (column f) | Text |
Enter any required adjustment code for transaction #2, if applicable.
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| Row 2 – Amount of adjustment (column g) | Text |
Enter the dollar amount of the adjustment for transaction #2 (positive or negative).
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| Row 2 – Gain or (loss) (column h) | Text |
Column d minus column e plus column g for transaction #2; use parentheses for a loss.
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| Row 3 – Description of property (column a) | Text |
Describe the asset for transaction #3.
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| Row 3 – Date acquired (column b) | Text |
Acquisition date for transaction #3 (MM/DD/YYYY).
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| Row 3 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #3 (MM/DD/YYYY).
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| Row 3 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #3.
|
| Row 3 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #3.
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| Row 3 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #3, if needed.
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| Row 3 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #3 (positive or negative).
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| Row 3 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #3.
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| Row 4 – Description of property (column a) | Text |
Describe the asset for transaction #4.
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| Row 4 – Date acquired (column b) | Text |
Acquisition date for transaction #4.
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| Row 4 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #4.
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| Row 4 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #4.
|
| Row 4 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #4.
|
| Row 4 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #4, if applicable.
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| Row 4 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #4.
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| Row 4 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #4.
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| Row 5 – Description of property (column a) | Text |
Describe the asset for transaction #5.
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| Row 5 – Date acquired (column b) | Text |
Acquisition date for transaction #5.
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| Row 5 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #5.
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| Row 5 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #5.
|
| Row 6 – Description of property (column a) | Text |
Describe the asset for transaction #6.
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| Row 6 – Date acquired (column b) | Text |
Acquisition date for transaction #6.
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| Row 6 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #6.
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| Row 6 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #6.
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| Row 6 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #6.
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| Row 6 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #6, if applicable.
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| Row 6 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #6.
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| Row 6 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #6.
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| Row 7 – Description of property (column a) | Text |
Describe the asset for transaction #7.
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| Row 7 – Date acquired (column b) | Text |
Acquisition date for transaction #7.
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| Row 7 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #7.
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| Row 7 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #7.
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| Row 7 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #7.
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| Row 7 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #7, if needed.
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| Row 7 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #7.
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| Row 7 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #7.
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| Row 8 – Description of property (column a) | Text |
Describe the asset for transaction #8.
|
| Row 8 – Date acquired (column b) | Text |
Acquisition date for transaction #8.
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| Row 8 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #8.
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| Row 8 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #8.
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| Row 9 – Description of property (column a) | Text |
Describe the asset for transaction #9.
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| Row 9 – Date acquired (column b) | Text |
Acquisition date for transaction #9.
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| Row 9 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #9.
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| Row 9 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #9.
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| Row 9 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #9.
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| Row 10 – Date acquired (column b) | Text |
Acquisition date for transaction #10.
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| Row 10 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #10.
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| Row 10 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #10.
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| Row 10 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #10.
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| Row 10 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #10, if applicable.
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| Row 10 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #10.
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| Row 10 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #10.
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| Row 11 – Description of property (column a) | Text |
Describe the asset for transaction #11.
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| Row 11 – Date acquired (column b) | Text |
Acquisition date for transaction #11.
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| Row 11 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #11.
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| Row 11 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #11.
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| Row 11 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #11.
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| Row 11 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #11, if needed.
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| Row 11 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #11.
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| Row 11 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #11.
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| Row 12 – Description of property (column a) | Text |
Describe the asset for transaction #12.
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| Row 12 – Date acquired (column b) | Text |
Acquisition date for transaction #12.
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| Row 12 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #12.
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| Row 12 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #12.
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| Row 12 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #12.
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| Row 12 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #12, if applicable.
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| Row 12 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #12.
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| Row 12 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #12.
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| Row 13 – Description of property (column a) | Text |
Describe the asset for transaction #13.
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| Row 13 – Date acquired (column b) | Text |
Acquisition date for transaction #13.
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| Row 13 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #13.
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| Row 13 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #13.
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| Row 13 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #13.
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| Row 14 – Date acquired (column b) | Text |
Acquisition date for transaction #14.
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| Row 14 – Date sold or disposed (column c) | Text |
Sale/disposition date for transaction #14.
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| Row 14 – Proceeds, sales price (column d) | Text |
Gross proceeds for transaction #14.
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| Row 14 – Cost or other basis (column e) | Text |
Cost or adjusted basis for transaction #14.
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| Row 14 – Code(s) from instructions (column f) | Text |
Adjustment code for transaction #14, if applicable.
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| Row 14 – Amount of adjustment (column g) | Text |
Adjustment amount for transaction #14.
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| Row 14 – Gain or (loss) (column h) | Text |
Column d – column e + column g for transaction #14.
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| Transaction 1 – Description of property | Text |
Enter a brief description of the asset sold (for example, number of shares and company name, or property address).
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| Transaction 1 – Date acquired | Text |
Enter the exact month, day, and year you acquired (bought, inherited, received) the asset.
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| Transaction 1 – Date sold or disposed | Text |
Enter the exact month, day, and year you sold or otherwise disposed of the asset.
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| Transaction 1 – Proceeds (sales price) | Text |
Enter the gross proceeds you received from the sale as shown on your brokerage statement (usually Form 1099-B, box 1d).
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| Transaction 1 – Cost or other basis | Text |
Enter your cost or other basis in the asset (generally what you paid, including commissions or fees, or the adjusted basis if there were prior adjustments).
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| Transaction 1 – Adjustment code(s) | Text |
If an adjustment applies (see Form 8949 instructions, column f), enter the single-letter code(s) here; leave blank if no code applies.
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| Transaction 1 – Amount of adjustment | Text |
If you entered a code in column f, enter the dollar amount of the corresponding adjustment here (use negative numbers for decreases).
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| Transaction 1 – Gain or (loss) | Text |
Subtract column (e) and column (g) from column (d) and enter the result. Use negative numbers to show losses.
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| Transaction 2 – Description of property | Text |
Enter a brief description of the second asset sold.
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| Transaction 2 – Date acquired | Text |
Month, day, year the second asset was acquired.
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| Transaction 2 – Date sold or disposed | Text |
Month, day, year the second asset was sold or disposed.
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| Transaction 2 – Proceeds (sales price) | Text |
Enter the gross proceeds for the second asset’s sale.
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| Transaction 2 – Cost or other basis | Text |
Enter your cost or adjusted basis for the second asset.
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| Transaction 2 – Adjustment code(s) | Text |
Enter any adjustment code(s) that apply to the second asset.
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| Transaction 3 – Date sold or disposed | Text |
Enter disposition date for the third asset.
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| Transaction 3 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the third asset.
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| Transaction 3 – Cost or other basis | Text |
Cost or adjusted basis of the third asset.
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| Transaction 3 – Adjustment code(s) | Text |
Enter adjustment code(s) for the third asset, if any.
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| Transaction 3 – Amount of adjustment | Text |
Dollar amount of adjustment for the third asset.
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| Transaction 3 – Gain or (loss) | Text |
Gain or loss for the third asset after adjustments.
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| Transaction 4 – Description of property | Text |
Enter a brief description of the fourth asset.
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| Transaction 4 – Date acquired | Text |
Enter acquisition date for the fourth asset.
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| Transaction 4 – Date sold or disposed | Text |
Enter disposition date for the fourth asset.
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| Transaction 4 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the fourth asset.
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| Transaction 4 – Cost or other basis | Text |
Cost or adjusted basis of the fourth asset.
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| Transaction 4 – Adjustment code(s) | Text |
Enter adjustment code(s) for the fourth asset, if any.
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| Transaction 4 – Amount of adjustment | Text |
Dollar amount of adjustment for the fourth asset.
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| Transaction 4 – Gain or (loss) | Text |
Gain or loss for the fourth asset after adjustments.
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| Transaction 5 – Description of property | Text |
Enter a brief description of the fifth asset.
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| Transaction 5 – Date acquired | Text |
Enter acquisition date for the fifth asset.
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| Transaction 5 – Date sold or disposed | Text |
Enter disposition date for the fifth asset.
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| Transaction 5 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the fifth asset.
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| Transaction 6 – Description of property | Text |
Enter a brief description of the sixth asset.
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| Transaction 6 – Date acquired | Text |
Enter acquisition date for the sixth asset.
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| Transaction 6 – Date sold or disposed | Text |
Enter disposition date for the sixth asset.
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| Transaction 6 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the sixth asset.
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| Transaction 6 – Cost or other basis | Text |
Cost or adjusted basis of the sixth asset.
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| Transaction 6 – Adjustment code(s) | Text |
Enter adjustment code(s) for the sixth asset, if any.
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| Transaction 6 – Amount of adjustment | Text |
Dollar amount of adjustment for the sixth asset.
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| Transaction 6 – Gain or (loss) | Text |
Gain or loss for the sixth asset after adjustments.
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| Transaction 7 – Description of property | Text |
Enter a brief description of the seventh asset.
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| Transaction 7 – Date acquired | Text |
Enter acquisition date for the seventh asset.
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| Transaction 7 – Date sold or disposed | Text |
Enter disposition date for the seventh asset.
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| Transaction 7 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the seventh asset.
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| Transaction 7 – Cost or other basis | Text |
Cost or adjusted basis of the seventh asset.
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| Transaction 7 – Adjustment code(s) | Text |
Enter adjustment code(s) for the seventh asset, if any.
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| Transaction 7 – Amount of adjustment | Text |
Dollar amount of adjustment for the seventh asset.
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| Transaction 7 – Gain or (loss) | Text |
Gain or loss for the seventh asset after adjustments.
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| Transaction 8 – Description of property | Text |
Enter a brief description of the eighth asset.
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| Transaction 8 – Date acquired | Text |
Enter acquisition date for the eighth asset.
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| Transaction 8 – Date sold or disposed | Text |
Enter disposition date for the eighth asset.
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| Transaction 8 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the eighth asset.
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| Transaction 8 – Cost or other basis | Text |
Cost or adjusted basis of the eighth asset.
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| Transaction 8 – Adjustment code(s) | Text |
Enter adjustment code(s) for the eighth asset, if any.
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| Transaction 8 – Amount of adjustment | Text |
Dollar amount of adjustment for the eighth asset.
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| Transaction 8 – Gain or (loss) | Text |
Gain or loss for the eighth asset after adjustments.
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| Transaction 9 – Description of property | Text |
Enter a brief description of the ninth asset.
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| Transaction 9 – Date acquired | Text |
Enter acquisition date for the ninth asset.
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| Transaction 9 – Date sold or disposed | Text |
Enter disposition date for the ninth asset.
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| Transaction 9 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the ninth asset.
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| Transaction 9 – Cost or other basis | Text |
Cost or adjusted basis of the ninth asset.
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| Transaction 10 – Date acquired | Text |
Enter acquisition date for the tenth asset.
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| Transaction 10 – Date sold or disposed | Text |
Enter disposition date for the tenth asset.
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| Transaction 10 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the tenth asset.
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| Transaction 10 – Cost or other basis | Text |
Cost or adjusted basis of the tenth asset.
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| Transaction 10 – Adjustment code(s) | Text |
Enter adjustment code(s) for the tenth asset, if any.
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| Transaction 10 – Amount of adjustment | Text |
Dollar amount of adjustment for the tenth asset.
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| Transaction 10 – Gain or (loss) | Text |
Gain or loss for the tenth asset after adjustments.
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| Transaction 11 – Description of property | Text |
Enter a brief description of the eleventh asset.
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| Transaction 11 – Date acquired | Text |
Enter acquisition date for the eleventh asset.
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| Transaction 11 – Date sold or disposed | Text |
Enter disposition date for the eleventh asset.
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| Transaction 11 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the eleventh asset.
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| Transaction 11 – Cost or other basis | Text |
Cost or adjusted basis of the eleventh asset.
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| Transaction 11 – Adjustment code(s) | Text |
Enter adjustment code(s) for the eleventh asset, if any.
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| Transaction 11 – Amount of adjustment | Text |
Dollar amount of adjustment for the eleventh asset.
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| Transaction 11 – Gain or (loss) | Text |
Gain or loss for the eleventh asset after adjustments.
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| Transaction 12 – Description of property | Text |
Enter a brief description of the twelfth asset.
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| Transaction 12 – Date acquired | Text |
Enter acquisition date for the twelfth asset.
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| Transaction 12 – Date sold or disposed | Text |
Enter disposition date for the twelfth asset.
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| Transaction 12 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the twelfth asset.
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| Transaction 12 – Cost or other basis | Text |
Cost or adjusted basis of the twelfth asset.
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| Transaction 12 – Adjustment code(s) | Text |
Enter adjustment code(s) for the twelfth asset, if any.
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| Transaction 12 – Amount of adjustment | Text |
Dollar amount of adjustment for the twelfth asset.
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| Transaction 12 – Gain or (loss) | Text |
Gain or loss for the twelfth asset after adjustments.
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| Transaction 13 – Description of property | Text |
Enter a brief description of the thirteenth asset.
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| Transaction 13 – Date acquired | Text |
Enter acquisition date for the thirteenth asset.
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| Transaction 13 – Date sold or disposed | Text |
Enter disposition date for the thirteenth asset.
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| Transaction 13 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the thirteenth asset.
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| Transaction 13 – Cost or other basis | Text |
Cost or adjusted basis of the thirteenth asset.
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| Transaction 13 – Adjustment code(s) | Text |
Enter adjustment code(s) for the thirteenth asset, if any.
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| Transaction 14 – Date sold or disposed | Text |
Enter disposition date for the fourteenth asset.
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| Transaction 14 – Proceeds (sales price) | Text |
Gross proceeds from the sale of the fourteenth asset.
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| Transaction 14 – Cost or other basis | Text |
Cost or adjusted basis of the fourteenth asset.
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| Transaction 14 – Adjustment code(s) | Text |
Enter adjustment code(s) for the fourteenth asset, if any.
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| Transaction 14 – Amount of adjustment | Text |
Dollar amount of adjustment for the fourteenth asset.
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| Transaction 14 – Gain or (loss) | Text |
Gain or loss for the fourteenth asset after adjustments.
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| Transaction Reporting | ||
| Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS | CheckBox |
Check this box if you are reporting capital asset sales held one year or less that were reported on Form 1099-B and for which your broker reported the cost basis to the IRS.
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| Short-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS | CheckBox |
Check this box if you are reporting short-term capital asset sales that were reported on Form 1099-B but for which the cost basis was not reported to the IRS by your broker.
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| Short-term transactions not reported on Form 1099-B | CheckBox |
Check this box if you are reporting short-term capital asset transactions that were not reported to you on any Form 1099-B.
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| Box D: Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS | CheckBox |
Check this box if you are reporting long-term capital asset transactions for which you received Form 1099-B and the cost basis was reported to the IRS.
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| Long-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS | CheckBox |
Check this box if you are reporting long-term capital asset transactions for which you received a Form 1099-B but the basis (your cost) was not reported to the IRS by your broker.
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| Long-term transactions not reported to you on Form 1099-B (Box F) | CheckBox |
Check this box if you are reporting long-term capital asset transactions (held more than one year) for which you did not receive a Form 1099-B from your broker.
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| Transaction Summary | ||
| Totals – Gain or (loss) (column h) | Text |
Enter the net total gain or loss for all transactions on this page (sum of column (h)). This total is transferred to Schedule D.
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