- 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.
A pdf version of Form 8949 is posted at the IRS Web site; instructions for this new form is included with the instructions for Schedule D. 1  The IRS has also revised Schedule D and Form 1099-B. 2  Starting in 2011, cost basis information will be included directly on the 1099-B if the broker is required to supply that information.