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Concord California Schedule D-1 (1041 Form) 2022-2024: What You Should Know

Have a tax preparer help you fill out the Schedule D-1 and the line 21 forms. 3.  File your tax return, even if the return is filed electronically. 4.  Use your Schedule D-1 and a copy of your Form 1040-A to get a copy of your state tax returns. 5.  Ask your preparer for additional forms and publications that your state requires you to have. 6.  Get a Form W-2 from your payer.   7.  Get a form from an employee benefits plan.   8.  Do not use a Form W-2 to get a Form 1099-R due to state sales tax. 9.  Use either the state Form 1098 to record the sale and the capital loss on line 21 or the Form 1098-EZ to file a Schedule D-1 with your state Form 1099-R. 10.  If your total sales are at least 4,000, or if you meet the capital loss limit you can deduct the sales. 11.  You should have a record of all sales and transfers of your assets, not just of assets sold in a trade or business. 12.  Check the box next to the information on lines 2, 3, 7, 9 and 10 about whether you reported or paid any federal income tax from any sales to any person or entity on the Schedule D-1. 13.  Use Form 8938, Part III to fill out your Schedule D-1. 14.  If the sale was not reported on the tax return, you should check box 7 to report in Part III. 15.  If the sale was not reported on the tax return, you should fill out the form on line 14, with the date and amount of your state sales tax withholding on line 13, and attach it to your return on Schedule D (1040). 16.  You should make two copies of Schedule D (540) for each year. 17.  If you are filing Form 2027, do not include the sale proceeds in your state income tax return. 18.  You must complete a Part VI if you are filing a joint return and if you are an individual to report sales to other people. 19.

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