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This course delves into the details of Schedule D and the fine points of Form 8949, beginning with a complete technical review of capital assets and the requirements for the special tax rates applied to long-term capital gains and qualified dividends. The materials provide examples of each type of transaction that is reported on Schedule D and Form 8949. The accompanying workbook includes exercises complete with source documents that demonstrate proper reporting for dozens of transactions.
Upon successful completion of this course, participants will be able to:
- Define capital assets
- Identify how other forms flow into schedule D
- Cite how to calculate capital loss carry forward
- Identify the various tax rates applied to long-term capital gains
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