Related Documents
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.
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.
Form 1099-INT: Interest Income
Form 1099-INT reports interest income of $10 or more received during the tax year from banks, savings institutions, brokerages, and other payers. It includes taxable and tax-exempt interest, early withdrawal penalties, and foreign tax paid.