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Schedule D (Form 1040) Overview

Tax CE >> Oregon >> Tax Preparer
Study Level:  Basic
Delivery Method:  Online self-study
Provider of Record: WebCE
Field of Study: Taxes
Prerequisites or Advanced Preparation: None

Course Description:
This video-based course, presented by well-known author and presenter Larry Gray CPA, provides a comprehensive overview of Schedule D and the numerous types of transactions that it can report. Supported by examples and sample calculations, topics include:
  • Definition of Key Terms and Asset Types
  • Stocks, Securities, Mutual Funds and Form 8949
  • Sales of Real Estate

Learning Objectives:
Upon completion of this course, students will be able to:

  • identify the purpose of Schedule D and recognize the types of asset sales that are reported on this form
  • identify the types of information relating to asset sales that are reported on Form 1099-B and identify the criteria for classifying securities as covered or noncovered
  • identify the purpose of Form 8949 and recognize circumstances where a taxpayer may require up to six copies of this form to report the sale of stocks or mutual funds from the same tax year
  • identify the different types of tax treatment that apply to the sale of personal real estate, investment real estate, and business real estate
Filmed: March 2014