Schedule D Individual - Capital Assets Gains And Losses Form - 2006 Page 2
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1
2Rev. 12.06
Schedule D Individual - Page 2
Part IV
Lump-Sum Distributions from Qualified Pension Plans and from Variable Annuity Contracts
(A)
(B)
(C)
Description
Distribution Date
Fill in if you Prepaid
Total Distribution
Taxable Amount
Basis
00
00
00
(30)
(33)
22.
Taxable at 20% ................
00
(31)
00
00
(34)
Taxable at 12.5% .............
23.
00
(32)
00
00
(35)
24.
Taxable at 5% ..................
00
25.
Total lump-sum distributions from qualified pension plans (Total of Column C) ..........................................................................................................
(36)
00
26.
Lump-sum distributions from variable annuity contracts (See instructions) ............................................................................................................
(37)
00
27.
Total lump-sum distributions from qualified pension plans and from variable annuity contracts (Add lines 25 and 26) .......................................
(38)
Part V
Net Capital Gains or Losses and Distributions from Qualified Pension Plans for Determination of the Adjusted Gross Income
53
Column A
Column B
Column C
Gains or Losses
Short-Term
Long-Term
Under Special Legislation
00
00
00
(01)
28.
Enter the gains determined on lines 11, 20 and 21 in the corresponding Column ....
(02)
00
(03)
(05)
00
00
29.
Enter the losses determined on lines 11, 20 and 21 in the corresponding Column .......
30.
If any of Columns B and C reflect a loss on line 29, apply the total to the gain in the
00
00
other Column (See instructions) ............................................................................
31.
Subtract line 30 from line 28. If any Column reflected a loss on line 29, enter zero
00
00
here ......................................................................................................................
32.
Apply the loss from line 29, Column A proportionally to the gains in Columns B
00
00
and C (See instructions) ......................................................................................
(04)
00
(06)
00
33.
Subtract line 32 from line 31 .................................................................................
34.
Add the total of Columns B and C, line 33. However, if line 28 does not reflect any
gain in Columns B and C, you must enter the total amount of line 29, Columns A
00
(07)
through C ..............................................................................................................
(08)
00
Net capital gain (or loss) (Add line 28, Column A and line 34) ..................…….............................................................................................……
35.
If line 35 is more than zero, enter here and in Part 2, line 2 Q of the return, the sum of lines 27 and 35. If line 35 includes long-term capital
36.
00
gains, see instructions .......…................................................................................................................................................................…….
(09)
If line 35 is a net loss, enter here and in Part 2, line 2 Q of the return, line 27 plus the smaller of the following amounts:
37.
a) The net loss on line 35, or
00
b) (1,000) ..……………..........................................……………............…........................................................................................…………..
(10)
Retention Period: Ten (10) years
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