TY 0
|
+ TY + 1969 * 100 ^ ZNY
+ TY + 1968 * 100 ^ ZTY
+ TY + 1967 * 100 ^ ZLY
^ TP0                                ' TEST TO COMPLETE CARRYOVER WORKSHEET
+ D19 > + D18 + D19 < + 1 ^ TP0
+ D19 > + Z37 = + 1 ^ TP0
+ Z35 * TP0 ^ D31		     ' LINE 1
+ D19 > + D19 * TP0 ^ D32            ' LINE 2
+ D31 + D32 ^ D33                    ' LINE 3
+ D33 < ^ D33
+ D32 ^ D34                          ' LINE 4
+ D32 - D33 > + D33 ^ D34
+ TP0 ^ TP1                          ' TEST TO COMPLETE LINES 5 THROUGH 9
+ D08 + 1 > ^ TP1
+ D19 = ^ TP1
+ D08 < - D08 * TP1 ^ D35            ' LINE 5
+ D17 > + D17 * TP1 ^ D36            ' LINE 6
+ D34 * TP1 ^ D37                    ' LINE 7
+ D36 + D37 ^ D38                    ' LINE 8
+ D35 - D38 ^ D39                    ' LINE 9
+ D39 < ^ D39
+ D39 ` D06
+ TP0 ^ TP1                          ' TEST TO COMPLETE LINES 10 - 14
+ D17 + 1 > ^ TP1
+ D17 < - D17 * TP1 ^ D3A            ' LINE 10
+ D08 > + D08 * TP1 ^ D3B            ' LINE 11
+ D34 - D35 * TP1 ^ D3C              ' LINE 12
+ D3C < ^ D3C
+ D3B + D3C ^ D3D                    ' LINE 13
+ D3A - D3D ^ D3E                    ' LINE 14
+ D3E < ^ D3E
+ D3E ` D15
|
S PART I - SHORT-TERM CAPITAL GAINS AND LOSSES - ASSETS HELD ONE YEAR OR LESS~~~~~
^
S ~~~(a) Description        !(b) Date!(c) Date!(d)Sales!(e) Cost!(f) LOSS!(g) GAIN
^
S ~~~~~~~of property        !acquired!    sold!   price!or basis! (e - d)! (d - e)
^
S ~1~~
P 01 ______________________
S !
P 02 __/__/__
S !
P 03 __/__/__
S !
C DSBP
c DSBP
S !
C DSBC
c DSBC
S !
T 001 D01F1
S !
T 002 D01G1
^
R ~4
P 04 ______________________
S !
P 05 __/__/__
S !
P 06 __/__/__
S !
C DSP2
c DSP2
S !
C DSC2
c DSC2
S !
T 003 D01F2
S !
T 004 D01G2
^
R ~4
P 07 ______________________
S !
P 08 __/__/__
S !
P 09 __/__/__
S !
C DSP3
c DSP3
S !
C DSC3
c DSC3
S !
T 005 D01F3
S !
T 006 D01G3
^
S ~2~~Enter short-term totals` if any`~~~~!   !~~~~~~~~!////////!~~~~~~~~!~~~~~~~~
^
S ~~~~from line 21........................! 2 !
T 007 D021D
t FD1 D021D 071 1 Transferred from line 21d.
S !////////!
T 008 D021F
t FD1 D021F 071 2 Transferred from line 21f.
S !
T 009 D021G
t FD1 D021G 071 3 Transferred from line 21g.
^
S ~3~~Total short-term sales price        !   !~~~~~~~~!////////!////////!////////
^
S ~~~~amounts. Add column (d) lines 1 & 2.! 3 !
T 000 D03
S !////////!////////!////////
^
S ~4~~Short-term gain from Forms 2119 and 6252, and short-~~!   !~~~~~~~~!~~~~~~~~
^
S ~~~~term gain or (loss) from Forms 4684, 6781 and 8824....! 4 !
T 010 D04
c DSKL
t FJ1 J15   035 1 Transferred from Form 4684, line 15.
S !
T 011 D4G
c DSKG
t FP1 P15   034 1 Transferred from Form 2119, line 15.
t FP1 P21   046 1 Transferred from Form 2119, line 21.
t FJ1 J15   035 1 Transferred from Form 4684, line 15.
t FL1 L26   042 1 Transferred from Form 6252, line 26.
t FL1 L37   068 1 Transferred from Form 6252, line 37.
t FK2 KL022 062 1 Transferred from Form 8824, line 22.
^
S ~5  Net short-term gain or (loss) from partnerships`~~~~~~!   !~~~~~~~~!~~~~~~~~
^
S ~~~~S corporations` estates` and trusts from Schedule K-1.! 5 !
C DSPL
c DSPL
S !
C DSPG
c DSPG
^
S ~6  Short-term capital loss carryover. Enter line 9 of~~~~!   !~~~~~~~~!////////
^
S ~~~~your~
D ZLY
S ~Capital Loss Carryover Worksheet............! 6 !
T 012 D06
c DSCO
S !////////
^
S ~7  Add lines 1` 2 and 4 through 6 in columns (f) and (g).! 7 !
T 013 D7F
S !
T 014 D7G
^
S ~8  Net short-term capital gain or (loss). Combine columns (f) and !   !~~~~~~~~
^
S ~~~~(g) of line 7..................................................! 8 !
T 015 D08
^
R -80
^ 
S PART II - LONG-TERM CAPITAL GAINS AND LOSSES - ASSETS HELD MORE THAN ONE YEAR~~~
^
S ~~~(a) Description        !(b) Date!(c) Date!(d)Sales!(e) Cost!(f) LOSS!(g) GAIN
^
S ~~~~~~~of property        !acquired!    sold!   price!or basis! (e - d)! (d - e)
^
S ~9~~
P 10 ______________________
S !
P 11 __/__/__
S !
P 12 __/__/__
S !
C DLBP
c DLBP
S !
C DLBC
c DLBC
S !
T 016 D09F1
S !
T 017 D09G1
^
S ~~~~
P 13 ______________________
S !
P 14 __/__/__
S !
P 15 __/__/__
S !
C DLP2
c DLP2
S !
C DLC2
c DLC2
S !
T 018 D09F2
S !
T 019 D09G2
^
S ~~~~
P 16 ______________________
S !
P 17 __/__/__
S !
P 18 __/__/__
S !
C DLP3
c DLP3
S !
C DLC3
c DLC3
S !
T 020 D09F3
S !
T 021 D09G3
^
S 10~~Enter long-term totals` if any`~~~~~!   !~~~~~~~~!////////!~~~~~~~~!~~~~~~~~
^
S ~~~~from line 23........................!10 !
T 022 D023D
t FD1 D023D 090 1 Transferred from line 23d.
S !////////!
T 023 D023F
t FD1 D023F 090 2 Transferred from line 23f.
S !
T 024 D023G
t FD1 D023G 090 3 Transferred from line 23g.
^
S 11~~Total long-term sales price amounts.!   !~~~~~~~~!////////!////////!////////
^
S ~~~~Add column (d) lines 9 and 10.......!11 !
T 025 D11
S !////////!////////!////////
^
S 12  Gain from Form 4797; long-term gain from Forms 2119`~~!   !~~~~~~~~!~~~~~~~~
^
S ~~~~2439` and 6252; and long-term gain or (loss) from~~~~~!   !~~~~~~~~!~~~~~~~~
^
S ~~~~Forms 4684` 6781 and 8824.............................!12 !
T 026 D12
c DLKL
t FJ1 J15   035 1 Transferred from Form 4684, line 15.
S !
T 027 D2G
c DLKG
t FP1 P15   034 1 Transferred from Form 2119, line 15.
t FP1 P21   046 1 Transferred from Form 2119, line 21.
t FJ1 J15   035 1 Transferred from Form 4684, line 15.
t FG1 G08   018 1 Transferred from Form 4797, line 8.
t FG1 G10   025 1 Transferred from Form 4797, line 10.
t FL1 L26   042 1 Transferred from Form 6252, line 26.
t FL1 L37   068 1 Transferred from Form 6252, line 37.
t FK2 KL022 062 1 Transferred from Form 8824, line 22.
^
S 13  Net long-term gain or (loss) from partnerships`~~~~~~~!   !~~~~~~~~!~~~~~~~~
^
S ~~~~S corporations` estates` and trusts from Schedule K-1.!13 !
C DLPL
c DLPL
S !
C DLPG
c DLPG
^
S 14  Capital gain distributions............................!14 !////////!
T 028 B07
t FB1 B07   048 1 Transferred from Schedule B, line 7.
^ 
S 15  Long-term capital loss carryover. Enter line 14 of~~~~!   !~~~~~~~~!////////
^
S ~~~~your~
D ZLY
S ~Capital Loss Carryover Worksheet............!15 !
T 029 D15
c DLCO
S !////////
^
S 16  Add lines 9` 10 and 12 through 15 in columns (f) & (g)!16 !
T 030 DSF
S !
T 031 DSG
^ 
S 17  Net long-term capital gain or (loss). Combine columns (f) and  !   !~~~~~~~~
^
S ~~~~(g) of line 16.................................................!17 !
T 032 D17
^
R -80
^
S PART III - SUMMARY OF PARTS I AND II~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S 18  Combine lines 8 and 17. If a loss` go to line 19. If a gain`~~~!   !~~~~~~~~
^
S ~~~~enter the gain on Form 1040, line 13. Note: If both lines 17~~~!   !~~~~~~~~
^
S ~~~~and 18 are gains` see the Capital Gain Tax Worksheet...........!18 !
T 033 D18
t FZ1 Z13   028 1 Transferred to Form 1040` line 13 if a gain.
^
S 19  If line 18 is a (loss)` enter on Form 1040` line 13, the       !   !~~~~~~~~
^
S ~~~~smaller of these losses:~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~!   !~~~~~~~~
^
S ~~a The (loss) on line 18; or~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~!   !~~~~~~~~
^
S ~~b ($3000) or` if married filling separately, ($1500).............!19 !
T 034 D19
t FZ1 Z13   028 1 Transferred to Form 1040` line 13.
^
S ~~~~Note: See the Capital Loss Carryover Worksheet if the loss~~~~~!////////////
^
S ~~~~on line 18 exceeds the loss on line 19 or if Form 1040`~~~~~~~~!////////////
^
S ~~~~line 35` is a loss.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~!////////////
^
F
^
S PART IV - SHORT-TERM CAPITAL GAINS AND LOSSES - ASSETS HELD ONE YEAR OR LESS~~~~
^
S ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~(Continuation of Part I)
^
S ~~~(a) Description        !(b) Date!(c) Date!(d)Sales!(e) Cost!(f) LOSS!(g) GAIN
^
S ~~~~~~~of property        !acquired!    sold!   price!or basis! (e - d)! (d - e)
^
S 20~~
P 19 ______________________
S !
P 20 __/__/__
S !
P 21 __/__/__
S !
C DSP4
c DSP4
S !
C DSC4
c DSC4
S !
T 035 D20F4
S !
T 036 D20G4
^
S ~~~~
P 22 ______________________
S !
P 23 __/__/__
S !
P 24 __/__/__
S !
C DSP5
c DSP5
S !
C DSC5
c DSC5
S !
T 037 D20F5
S !
T 038 D20G5
^
S ~~~~
P 25 ______________________
S !
P 26 __/__/__
S !
P 27 __/__/__
S !
C DSP6
c DSP6
S !
C DSC6
c DSC6
S !
T 039 D20F6
S !
T 040 D20G6
^
S ~~~~
P 28 ______________________
S !
P 29 __/__/__
S !
P 30 __/__/__
S !
C DSP7
c DSP7
S !
C DSC7
c DSC7
S !
T 041 D20F7
S !
T 042 D20G7
^
S ~~~~
P 31 ______________________
S !
P 32 __/__/__
S !
P 33 __/__/__
S !
C DSP8
c DSP8
S !
C DSC8
c DSC8
S !
T 043 D20F8
S !
T 044 D20G8
^
S ~~~~
P 34 ______________________
S !
P 35 __/__/__
S !
P 36 __/__/__
S !
C DSP9
c DSP9
S !
C DSC9
c DSC9
S !
T 045 D20F9
S !
T 046 D20G9
^
S ~~~~
P 37 ______________________
S !
P 38 __/__/__
S !
P 39 __/__/__
S !
C DSPA
c DSPA
S !
C DSCA
c DSCA
S !
T 047 D20FA
S !
T 048 D20GA
^
S ~~~~
P 40 ______________________
S !
P 41 __/__/__
S !
P 42 __/__/__
S !
C DSPB
c DSPB
S !
C DSCB
c DSCB
S !
T 049 D20FB
S !
T 050 D20GB
^
S ~~~~
P 43 ______________________
S !
P 44 __/__/__
S !
P 45 __/__/__
S !
C DSPC
c DSPC
S !
C DSCC
c DSCC
S !
T 051 D20FC
S !
T 052 D20GC
^
S ~~~~
P 46 ______________________
S !
P 47 __/__/__
S !
P 48 __/__/__
S !
C DSPD
c DSPD
S !
C DSCD
c DSCD
S !
T 053 D20FD
S !
T 054 D20GD
^
S ~~~~
P 49 ______________________
S !
P 50 __/__/__
S !
P 51 __/__/__
S !
C DSPE
c DSPE
S !
C DSCE
c DSCE
S !
T 055 D20FE
S !
T 056 D20GE
^
S ~~~~
P 52 ______________________
S !
P 53 __/__/__
S !
P 54 __/__/__
S !
C DSPF
c DSPF
S !
C DSCF
c DSCF
S !
T 057 D20FF
S !
T 058 D20GF
^
S 21~~Short-term totals. Add columns (d)` !   !~~~~~~~~!////////!~~~~~~~~!~~~~~~~~
^
S ~~~~(f) and (g). Enter on line 2........!21 !
T 059 D021D
t FD1 D021D 007 1 Transferred to line 2d.
S !////////!
T 060 D021F
t FD1 D021F 007 2 Transferred to line 2f.
S !
T 061 D021G
t FD1 D021G 007 3 Transferred to line 2g.
^
R -80
^
S PART V - LONG-TERM CAPITAL GAINS AND LOSSES - ASSETS HELD MORE THAN ONE YEAR~~~~
^
S ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~(Continuation of Part II)
^
S ~~~(a) Description        !(b) Date!(c) Date!(d)Sales!(e) Cost!(f) LOSS!(g) GAIN
^
S ~~~~~~~of property        !acquired!    sold!   price!or basis! (e - d)! (d - e)
^
S 22~~
P 55 ______________________
S !
P 56 __/__/__
S !
P 57 __/__/__
S !
C DLP4
c DLP4
S !
C DLC4
c DLC4
S !
T 062 D22F4
S !
T 063 D22G4
^
S ~~~~
P 58 ______________________
S !
P 59 __/__/__
S !
P 60 __/__/__
S !
C DLP5
c DLP5
S !
C DLC5
c DLC5
S !
T 064 D22F5
S !
T 065 D22G5
^
S ~~~~
P 61 ______________________
S !
P 62 __/__/__
S !
P 63 __/__/__
S !
C DLP6
c DLP6
S !
C DLC6
c DLC6
S !
T 066 D22F6
S !
T 067 D22G6
^
S ~~~~
P 64 ______________________
S !
P 65 __/__/__
S !
P 66 __/__/__
S !
C DLP7
c DLP7
S !
C DLC7
c DLC7
S !
T 068 D22F7
S !
T 069 D22G7
^
S ~~~~
P 67 ______________________
S !
P 68 __/__/__
S !
P 69 __/__/__
S !
C DLP8
c DLP8
S !
C DLC8
c DLC8
S !
T 070 D22F8
S !
T 071 D22G8
^
S ~~~~
P 70 ______________________
S !
P 71 __/__/__
S !
P 72 __/__/__
S !
C DLP9
c DLP9
S !
C DLC9
c DLC9
S !
T 072 D22F9
S !
T 073 D22G9
^
S ~~~~
P 73 ______________________
S !
P 74 __/__/__
S !
P 75 __/__/__
S !
C DLPA
c DLPA
S !
C DLCA
c DLCA
S !
T 074 D22FA
S !
T 075 D22GA
^
S ~~~~
P 76 ______________________
S !
P 77 __/__/__
S !
P 78 __/__/__
S !
C DLPB
c DLPB
S !
C DLCB
c DLCB
S !
T 076 D22FB
S !
T 077 D22GB
^
S ~~~~
P 79 ______________________
S !
P 80 __/__/__
S !
P 81 __/__/__
S !
C DLPC
c DLPC
S !
C DLCC
c DLCC
S !
T 078 D22FC
S !
T 079 D22GC
^
S ~~~~
P 82 ______________________
S !
P 83 __/__/__
S !
P 84 __/__/__
S !
C DLPD
c DLPD
S !
C DLCD
c DLCD
S !
T 080 D22FD
S !
T 081 D22GD
^
S ~~~~
P 85 ______________________
S !
P 86 __/__/__
S !
P 87 __/__/__
S !
C DLPE
c DLPE
S !
C DLCE
c DLCE
S !
T 082 D22FE
S !
T 083 D22GE
^
S ~~~~
P 88 ______________________
S !
P 89 __/__/__
S !
P 90 __/__/__
S !
C DLPF
c DLPF
S !
C DLCF
c DLCF
S !
T 084 D22FF
S !
T 085 D22GF
^
S 23~~Long-term totals. Add columns (d)`  !   !~~~~~~~~!////////!~~~~~~~~!~~~~~~~~
^
S ~~~~(f) and (g). Enter on line 10.......!23 !
T 086 D023D
t FD1 D023D 027 1 Transferred to line 10d.
S !////////!
T 087 D023F
t FD1 D023F 027 2 Transferred to line 10f.
S !
T 088 D023G
t FD1 D023G 027 3 Transferred to line 10g.
^
F
^
S CAPITAL LOSS CARRYOVER WORKSHEET~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S You may deduct capital losses up to the amount of your capital gains plus $3,000
^
S ($1,500 if married filing separately). Capital losses that exceed this amount~~~
^
S are carried forward to later years. Use this worksheet to figure your capital~~~
^
S loss carryovers from~
D ZTY
S ~to~
D ZNY
S ~if Schedule D` line 19` is a loss and (a) that
^
S loss is a smaller loss than the loss on Schedule D` line 18` or (b) Form 1040`~~
^
S line 35` is a loss.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
R -80
^ 
S ~1. Enter the amount from Form 1040` line 35.......................~~1.~
T 089 D31
t FZ1 Z35   063 1 Transferred from Form 1040 line 35.
^
S ~2. Enter the loss from Schedule D` line 19, as a positive amount..~~2.~
T 090 D32
^
S ~3. Combine lines 1 and 2. If zero or less` enter -0-..............~~3.~
T 091 D33
^
S ~4. Enter the smaller of line 2 or line 3..........................~~4.~
T 092 D34
^
S ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~~NOTE. If line 8 of Schedule D is a loss` go to line 5;~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~~otherwise, enter -0- on line 5 and go to line 10.~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~5. Enter the loss from Schedule D` line 8, as a positive amount...~~5.~
T 093 D35
^
S ~6. Enter the gain, if any, from Schedule D` line 17..~~6.~
T 094 D36
S ~~~~~~~~~~~~~
^
S ~7. Enter the amount from line 4......................~~7.~
T 095 D37
S ~~~~~~~~~~~~~
^
S ~8. Add lines 6 and 7..............................................~~8.~
T 096 D38
^
S ~9. Short-term capital loss carryover to~
D ZNY
S . Subtract line 8~~~~~~~~~~~~~~~~~~
^
S ~~~~from line 5. If zero or less` enter -0-........................~~9.~
T 097 D39
^
S ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~~Note. If line 17 of Schedule D is a loss` go to line 10`~~~~~~~~~~~~~~~~~~~~
^
S ~~~~otherwise` skip lines 10 through 14.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S 10. Enter the loss from Schedule D` line 17, as a positive amount..~10.~
T 098 D3A
^
S 11. Enter the gain, if any, from Schedule D` line 8...~11.~
T 099 D3B
S ~~~~~~~~~~~~~
^
S 12. Subtract line 5 from 4. If zero or less` enter -0-~12.~
T 100 D3C
S ~~~~~~~~~~~~~
^
S 13. Add lines 11 and 12............................................~13.~
T 102 D3D
^
S 14. Long-term capital loss carryover to~
D ZNY
S . Subtract line 13~~~~~~~~~~~~~~~~~~
^
S ~~~~from line 10. If zero or less` enter -0-.......................~14.~
T 103 D3E
^
|