PDF document
- 1 -

Enlarge image
SCHEDULE D                                                                                                                    OMB No. 1545-0123 
(Form 1065)                                   Capital Gains and Losses 
                                                 Attach to Form 1065 or Form 8865.   
Department of the Treasury    Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9, and 10.                           2023
Internal Revenue Service            Go to www.irs.gov/Form1065 for instructions and the latest information.
Name of partnership                                                                                   Employer identification number 

Did the partnership dispose of any investment(s) in a qualified opportunity fund during the tax year? .      .     .    . .        Yes         No
If “Yes,” attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.
Part I       Short-Term Capital Gains and Losses—Generally Assets Held One Year or Less (see instructions)
See instructions for how to figure the amounts to enter on the                                                     (g)             (h) Gain or (loss) 
lines below.                                                            (d)                (e)             Adjustments             Subtract column (e)    
                                                                     Proceeds            Cost               to gain or loss from   from column (d) and 
This form may be easier to complete if you round off cents to      (sales price)     (or other basis)      Form(s) 8949, Part I,   combine the result with 
whole dollars.                                                                                             line 2, column (g)      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 A checked  .  . .    . .    . . .  .    . .   .
2    Totals  for  all  transactions  reported  on  Form(s)  8949 
     with Box B checked  .  . .    . .    . . .  .    . .   .
3    Totals  for  all  transactions  reported  on  Form(s)  8949 
     with Box C checked  .  . .    . .    . . .  .    . .   .

  4  Short-term capital gain from installment sales from Form 6252, line 26 or 37 .      . .    . .   .    .       4

  5  Short-term capital gain or (loss) from like-kind exchanges from Form 8824  .        . .    . .   .    .       5
  6  Partnership’s share of net short-term capital gain (loss), including specially allocated short-term
     capital gains (losses), from other partnerships, estates, and trusts  .     . . .   . .    . .   .    .       6
  7  Net short-term capital gain or (loss).   Combine lines 1a through 6 in column (h). Enter here and 
     on Form 1065, Schedule K, line 8 or 11; or Form 8865, Schedule K, line 8 or 11 .      .    . .   .    .       7
Part II      Long-Term Capital Gains and Losses—Generally Assets Held More Than One Year (see instructions)
See instructions for how to figure the amounts to enter on the                                                     (g)             (h) Gain or (loss) 
lines below.                                                            (d)                (e)             Adjustments             Subtract column (e)    
                                                                     Proceeds            Cost               to gain or loss from   from column (d) and 
This form may be easier to complete if you round off cents to      (sales price)     (or other basis)      Form(s) 8949, Part II,  combine the result with 
whole dollars.                                                                                             line 2, column (g)      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 go to line 8b  .
8b   Totals  for  all  transactions  reported  on  Form(s)  8949 
     with Box D checked  .  . .    . .    . . .  .    . .   .
9    Totals  for  all  transactions  reported  on  Form(s)  8949 
     with Box E checked  .  . .    . .    . . .  .    . .   .
10   Totals  for  all  transactions  reported  on  Form(s)  8949 
     with Box F checked .   . .    . .    . . .  .    . .   .
11   Long-term capital gain from installment sales from Form 6252, line 26 or 37  .      . .    . .   .    .       11
12   Long-term capital gain or (loss) from like-kind exchanges from Form 8824        .   . .    . .   .    .       12
13   Partnership’s share of net long-term capital gain (loss), including specially allocated long-term
     capital gains (losses), from other partnerships, estates, and trusts  .     . . .   . .    . .   .    .       13
14   Capital gain distributions (see instructions)  . . .   .    . . .  .    .   . . .   . .    . .   .    .       14
15  Net long-term capital gain or (loss).    Combine lines 8a through 14 in column (h). Enter here and 
     on Form 1065, Schedule K, line 9a or 11; or Form 8865, Schedule K, line 9a or 11 .         . .   .    .       15
For Paperwork Reduction Act Notice, see the Instructions for Form 1065.              Cat. No. 11393G                    Schedule D (Form 1065) 2023 






PDF file checksum: 4256628431

(Plugin #1/9.12/13.0)