Form 8949, Sales and Other Dispositions of Capital Assets, page 2 (2011)

Summary: This is an example of Form 8949, page 2 (2011) with completed as described in the text of the example. Additionally, these line items are completed.

Name(s) shown on return. Do not enter name and social security number if shown on other side. field contains Charles and Lily Woods.
Under: Part II, Long-Term Capital Gains and Losses—Assets Held More Than One Year. Note: You must check one of the boxes below. . Complete a separate Form 8949, page 2 for each box that is checked *Caution. do not complete column (b) or (g) until you have read the instructions for those columns (see the Instructions for Schedule D (Form 1040)). Columns (b) and (g0 do not apply for most transactions and should generally be left blank. C) Long-term transactions for which you cannot check box A or B checkbox is checked.

3. (a) Description of property (Example: 100 sh. XYZ Co.)	(b) Code if any, for column (g)*	(c)Date Acquired (Mo., day, yr.)	(d) Date sold (Mo., day, yr.)	(d) Date sold (Mo., day, yr.)	(f) Cost or other basis (see instructions)	(g) Adjustments to gain or loss, if any*
Partnership #2 EDPA		12-02-05	12-02-11	25,300	10,000
Partnership #3 EDPA)		12-15-06	11-18-11	15,000	11,000

4. Totals. Add the amounts in columns (e) and (f). Also, combine the amounts in column (g). Enter here and include on Schedule D, line 8 (if box A above is checked), line 9 (if box B above is checked), or line 10 (if box C above is checked).
4 (e) field contains 40,300.
4 (f) field contains 21,000.

Close Window