Click any of the tabs or subtabs above to view the main help page for your selection.
Considerations
Once you have entered your transaction history, you are ready to generate a Schedule D. Use the Tax Center - Schedule D tab to automatically generate your Schedule D for any year from 1999 forward.
Procedure
Enter the following background information in the fields provided:
Note: This information is NOT required.
Legal Name
Social Security Number (SSN)
Prior Year Short-Term Loss Carryover
Prior Year Long-Term Loss Carryover
Generate your Schedule D. Select the tax year for which to generate the Schedule D from the Select Tax Year drop-down list. Click Generate to create your Schedule D report. To view these reports, click the Adobe Acrobat Reader link at the bottom of the page to download Acrobat Reader.
Example
Click here to view an example of the Tax Center: Schedule D Generation page.
