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What is a Capital Asset?, Holding Period, Calculation of Gain or Loss, Net Capital Losses (LO 4.1, 4.2, 4.3, 4.5) Charu Khanna received a Form 1099-B showing the following stock transactions and basis during 2023: 2023 Combined Forms 1099 This is important tax information and is being furnished to the IRS (except as indicated). If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported Copy B for Recipient OMB No. 1545-0110 Friar Tuck Investments 38 Wall Street, 8th Floor New York, NY 10005 Account Number Tax ID Charu Khanna 56-12311789 ***-**.4023 206 Commonwealth Ave, Apt 3B. Payer's Federal Tax ID Boston, MA 02116 33-1357246 Financial Adviser/Phone John Little 888-555-1212 Form 1099-B Proceeds from Broker and Barter Exchange Transactions Box 6: Gross Proceeds Box 5: Not checked Box 3: Basis reported to IRS Box 2: Type of Gain or Loss: Short-term Box 1 Security Quantity sold Box 1b Date Box 1c Date sold Box 1d Box 1e Cost or Box 1g Wash Gain/(Loss) description (CUSIP) acquired or disposed Proceeds other basis sale loss amount disallowed Gold Corp 500 02/12/2023 09/05/2023 40,000 52,500 - (12,500) Orange Corp 100 11/15/2022 07/12/2023 21,000 19,200 1,800 Box 6: Gross Proceeds Box 5: Not checked Box 3: Basis reported to IRS Box 2: Type of Gain or Loss: Long-term Box 1 Security Quantity sold Box 1b Date Box 1c Date sold Box 1d Box 1e Cost or Box 1g Wash Gain/(Loss) description (CUSIP) acquired or disposed Proceeds other basis sale loss amount disallowed Green Corp 4,000 06/04/2012 08/05/2023 9,500 3,200 - 6,300 Blue Corp 50 02/04/2013 10/01/2023 16,000 21,700 (5,700) - - OMB No. 1545-0074 SCHEDULE D Capital Gains and Losses (Form 1040) Attach to Form 1040, 1040-SR, or 1040-NR. 2023 Department of the Treasury Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10. Attachment Internal Revenue Service Go to www.irs.gov/scheduleD for instructions and the latest information. Sequence No. 12 Name(s) shown on return Your social security number Charu Khanna Did you dispose of any investment(s) in a qualified opportunity fund during the tax year? O Yes No If "Yes," attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss. m Short-Term Capital Gains and LossesGenerally Assets Held One Year or Less (see instructions) (@ (h) Gain or i i g See instructions for how to figure the amounts to enter on the Adiuet ot (loss) Subtract i ustments to lines below. _J column (e) from (d) (e) gain or loss from column (d) and Proceeds (sales Cost (or other |Form(s) 8949, Part This form may be easier to complete if you round off cents to price) basis) combine the I, line 2, column whole dollars. (@) result with column (g) 1a Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b . . . . :] :] 1b Totals for all transactions reported on Form(s) 8949 with Box Achecked .. ........ ... . . i, 2 Totals for all transactions reported on Form(s) 8949 with BoxBchecked .. ........... .. .. ... .. i 3 Totals for all transactions reported on Form(s) 8949 with BoxCchecked . ......... ... . i, 4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 ... ... .. 4 5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 5 6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Waorksheet in the instructions . . .. ... o0 i i e e e 6 ( ) 7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). If you have any long-term capital gains or losses, go to Part IT below. Otherwise, go to Part Illontheback . . .. ................ 7 :] m Long-Term Capital Gains and LossesGenerally Assets Held More Than One Year (see instructions) (@ (h) Gain or See instructions for how to figure the amounts to enter on the lines At 9 ot (loss) Subtract ustments to below. .] column (e) from (d) (e) gain or loss from column (d) and Proceeds (sales Cost (or other Form(s) 8949, i This form may be easier to complete if you round off cents to price) basis) part 11, line 2, combine the whole dollars. column (g) result with column {g) 8a Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and goto line 8b . . .. :] 8b Totals for all transactions reported on Form(s) 8949 with Box Dchecked . ... ........ .. .. ... .. .. 9 Totals for all transactions reported on Form(s) 8949 with Box Echecked . .. ... .. i 10 Totals for all transactions reported on Form(s) 8949 with Box Fchecked .. ........ .. .. ... .. . . . 11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from 11 Forms 4684, 6781, and 8824 . . . . . . ... e e e e e e 12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 12 13 Capital gain distributions. See the instructions . . . . . . . o o i i e 13 14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions . . . . .. L e e e 14 ( ) 15 Net long-term capital gain or (loss). Combine lines 8a through 14 in column (h). Then, go to Part III on the BACK . -+ e s| [ ) For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11338H Schedule D (Form 1040) 2023 Schedule D (Form 1040) 2023 Charu Khanna Page 2 m Summary 16 Combine lines 7 and 15 and entertheresult . . . . .. .. .. ... . . e If line 16 is a gain, enter the amount from line 16 on Form 1040, 1040-SR, or 1040-NR, line 7. Then, go to line 17 below. If line 16 is a loss, skip lines 17 through 20 below. Then, go to line 21. Also be sure to complete line 22. If line 16 is zero, skip lines 17 through 21 below and enter -0- on Form 1040, 1040-SR, or 1040-NR, line 7. Then, go to line 22. 17 Are lines 15 and 16 both gains? O Yes. Go to line 18. O No. Skip lines 18 through 21, and go to line 22. 18 If you are required to complete the 28% Rate Gain Worksheet (see instructions), enter the amount, if any, from line 7 of that worksheet . . . . . . . . e e 19 If you are required to complete the Unrecaptured Section 1250 Gain Worksheet (see instructions), enter the amount, if any, from line 18 of that worksheet . . . .. . . . .. ... ... ... . 20 Are lines 18 and 19 both zero or blank and you are not filing Form 4952? O Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 16. Don't complete lines 21 and 22 below. 0 No. Complete the Schedule D Tax Worksheet in the instructions. Don't complete lines 21 and 22 below. 21 Ifline 16 is a loss, enter here and on Form 1040, 1040-SR, or 1040-NR, line 7, the smaller of: + The loss on line 16; or + ($3,000), or if married filing separately, ($1,500) } Note: When figuring which amount is smaller, treat both amounts as positive numbers. 22 Do you have qualified dividends on Form 1040, 1040-SR, or 1040-NR, line 3a? O Yes. Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 16. No. Complete the rest of Form 1040, 1040-SR, or 1040-NR. Schedule D (Form 1040) 2023 OMB No. 1545-0074 2023 Form 8949 Sales and Other Dispositions of Capital Assets Department of the Go to www.irs.gov/Form8949 for instructions and the latest information. Treasury Internal File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Attachment Revenue Service Schedule D. Sequence No. 12A Name(s) shown on return Social security number or taxpayer identification number Charu Khanna Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. m Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see instructions). For long-term transactions, see page 2. Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) o (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS o () Short-term transactions not reported to you on Form 1099-B Adjustment, if any, to (h) gain or loss. If you Gain or st (e) - enter an amount in (loss). ost or other . column (g), enter a code Subtract (a) o i (d) . lz:slsr-'s:!e in column (f). See the | (010 (q) c roceeds e Note : : Description of separate instructions. | \\ olumn Date acquired (Mo., Date sold or disposed | (sales price) | below and property (Example: (d) and day, yr.) of (Mo., day, yr.) (see see Column (f) i 100 sh. XYZ Co.) ) ) ] (9) combine the instructions) | (e) in the Code(s) i Amount of | resylt with separate from instructions | instructions | | [ | | [ adjustment | column (g) 2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked) :] :' :] Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 377682 Form 8949 (2023) Form 8949 (2023) Attachment Sequence No. 12A Page 2 Name(s) shown on return. Name and SSN or taxpayer identification no. not Social security number or taxpayer identification required if shown on other side number Charu Khanna Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check. m Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see instructions). For short- term transactions, see page 1. Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren't required to report these transactions on Form 8949 (see instructions). You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. 0 (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) o0 (E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS 0 (F) Long-term transactions not reported to you on Form 1099-B Adjustment, if any, to gain or loss. If you (h) . Gain or (e) enter an amount in (loss). Cost or other| column (g), enter a ) Subtract (d) basis. See |code in column (f). See (a) column (e) o (b) (