Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Capital Gain or Loss Workout

Form 8949 and Schedule D

Skills Warm Up: Form 1099-DIV

Which of the following taxpayers is not required to file Form 8949 and Schedule D?

A Marriah, who received one Form 1099-B and no Forms 1099-DIV
B Lorraine, who received three Forms 1099-DIV for capital gain distributions as her only income from investments
C Perry, who received one Form 1099-B and two Forms 1099-DIV that show capital gain distributions
D All of the above


Publication 4012 Capital Gain or Loss Transactions Worksheet

Publication 4012 Capital Gain or Loss Transactions Worksheet