- Be sure to make reference, in the body of your business plan, to each appendices item. Don't include a document or other information sources in the appendices just to occupy space. If its needed include it; if it's not needed exclude it. - Be sure to prepare a table of contents for your appendices.
Schedule D for Form 1040. Schedule D for Form 1040 has two pages and three parts. Part I is for short-term gains or losses for assets held for one year of less. Part II is for long-term gains or losses for assets held for more than one year. Part III summarizes all gains and losses to arrive at the sum total to record on Form 1040.
The fiduciary must file this return on or before the 15th day of the fourth month after the fiscal year end. For example, If the trust or estate is based on the calendar year, the filing deadline is April 15th. If any assets were sold during the year, the fiduciary must also file Schedule D with Form 1041.