Capital Gains - Putting it all Together on a Schedule D

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  • Опубліковано 21 гру 2024

КОМЕНТАРІ • 9

  • @Team8LA
    @Team8LA 2 роки тому +1

    Thank you! Can you please show the flow from small business to the tax forms? Say, if I work for Toyota lease cars, how do Toyota report income? How the business who leased the car report expense? TIA!

    • @TheTaxGeek
      @TheTaxGeek  2 роки тому

      To get a general view of how business taxes work, you might want to check out this video: ua-cam.com/video/UCsCIxyElcE/v-deo.html
      The resources in that video's description can also be very helpful in that regard.

  • @nefertitei12
    @nefertitei12 2 роки тому +1

    very informative... I was terrified of this document. Thank you sir... new subscriber!

    • @TheTaxGeek
      @TheTaxGeek  2 роки тому +2

      Thanks! and Welcome! The whole concept of reporting capital gains can be intimidating, and it's going to involve more people with things like Robinhood and cryptocurrency.

  • @GTZ_TV
    @GTZ_TV Рік тому

    Very Helpful. Thank you!

  • @whoshotya117
    @whoshotya117 Рік тому

    Can I just mail the IRS my 1099 B instead of sending an 8948 and Schedule D? Or Maybe a Schedule D in combination with the 1099 B? I have too many transactions for the 8949 form.

    • @TheTaxGeek
      @TheTaxGeek  Рік тому +1

      If all your transactions involve "covered" securities (transaction types "A" or "D"), you can put the total of the short- and long-term transactions directly on the Schedule D. The IRS already has the detailed information on the transactions. If you have "non-covered transactions" (types "B," or "E), you can put the totals on an 8949 and put "M" (for "multiple transactions") in the adjustment column (f) and send the brokerage statement to the IRS. For a paper filed return, the statement is sent with the return. For an e-filed return, the brokerage statement is mailed separately with Form 8453, or attached to the return as a PDF.

  • @dennisnolan5095
    @dennisnolan5095 6 місяців тому

    Gotta love BiggFatt Brokerage!