OMB No. 1545-0092
SCHEDULE D
Capital Gains and Losses
(Form 1041)
2008
Attach to Form 1041, Form 5227, or Form 990-T. See the separate
Department of the Treasury
instructions for Form 1041 (also for Form 5227 or Form 990-T, if applicable).
Internal Revenue Service
Name of estate or trust
Employer identification number
Note: Form 5227 filers need to complete only Parts I and II.
Part I
Short-Term Capital Gains and Losses—Assets Held One Year or Less
(e) Cost or other basis
(f) Gain or (loss) for
(b) Date acquired
(c) Date sold
(a) Description of property
(see page 4 of the
the entire year
(d) Sales price
(Example: 100 shares 7% preferred of “Z” Co.)
(mo., day, yr.)
(mo., day, yr.)
instructions)
Subtract (e) from (d)
1a
1b
b Enter the short-term gain or (loss), if any, from Schedule D-1, line 1b
2
2
Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824
3
3
Net short-term gain or (loss) from partnerships, S corporations, and other estates or trusts
4
Short-term capital loss carryover. Enter the amount, if any, from line 9 of the 2007 Capital Loss
(
)
4
Carryover Worksheet
5
Net short-term gain or (loss). Combine lines 1a through 4 in column (f). Enter here and on line 13,
column (3) on the back
5
Part II
Long-Term Capital Gains and Losses—Assets Held More Than One Year
(e) Cost or other basis
(f) Gain or (loss) for
(a) Description of property
(b) Date acquired
(c) Date sold
(d) Sales price
(see page 4 of the
the entire year
(Example: 100 shares 7% preferred of “Z” Co.)
(mo., day, yr.)
(mo., day, yr.)
instructions)
Subtract (e) from (d)
6a
6b
b Enter the long-term gain or (loss), if any, from Schedule D-1, line 6b
7
7
Long-term capital gain or (loss) from Forms 2439, 4684, 6252, 6781, and 8824
8
8
Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts
9
9
Capital gain distributions
10
10
Gain from Form 4797, Part I
11
Long-term capital loss carryover. Enter the amount, if any, from line 14 of the 2007 Capital Loss
(
)
11
Carryover Worksheet
12
Net long-term gain or (loss). Combine lines 6a through 11 in column (f). Enter here and on line 14a,
column (3) on the back
12
For Paperwork Reduction Act Notice, see the Instructions for Form 1041.
Schedule D (Form 1041) 2008
Cat. No. 11376V