Documents Connexes
Form 1099-B: Proceeds From Broker and Barter Exchange Transactions
Form 1099-B reports proceeds from the sale or exchange of securities, commodities, and barter exchange transactions. Brokers use it to report stock sales, mutual fund redemptions, and other investment transactions.
Form 1099-DIV: Dividends and Distributions
Form 1099-DIV reports dividends and other distributions received from investments. It breaks down ordinary dividends, qualified dividends (taxed at lower capital gains rates), capital gain distributions, and nontaxable distributions.
Schedule D - Capital Gains and Losses
Schedule D reports the sale or exchange of capital assets including stocks, bonds, real estate, and other investments. It calculates your net capital gain or loss and determines the tax rate applied to your gains.