Your Investments
Use these links to get forms and pubs needed for your investments.
This page provides links to get forms and publications you may need to report income, deductions and credits relating to your investments. For items relating to IRAs and other retirement plans, see our page for work and retirement. There are two lists below:
- Forms for Investments
- IRS Publications for Investments
Forms for Investments
| Schedule B | Interest and Ordinary
Dividend Form Instructions Most taxpayers don't need this schedule unless they have $1,500 or more of interest income, or $1,500 or more of dividend income. |
| Schedule D | Capital
Gains and Losses Form Instructions Use to report sales or involuntary conversions of capital assets, capital gain distributions, and nonbusiness bad debts. If your only capital gains are distributions from mutual funds, see Form 1040 instructions for line 13 to determine whether you need this schedule. Also see Your Investments. |
| Schedule D-1 | Continuation
Sheet for Schedule D Form If you have too many sale transactions to fit on Schedule D, use one or more copies of this form to report the additional sales. |
| Form 4952 | Investment
Interest Expense Form & Instructions Use this form to determine the investment interest limitation and, if applicable, elect to treat some or all of your long-term capital gain as ordinary income. |
| Form 6198 | At-Risk
Limitations Form Instructions |
| Form 8271 | Investor
Reporting of Tax Shelter Registration Number Form & Instructions |
| Form 8582 | Passive
Activity Loss Limitations Form Instructions |
| Form 8582-CR | Passive
Activity Credit Limitations Form Instructions |
| Form 8586 | Low-Income
Housing Credit Form & Instructions |
| Form 8611 | Recapture
of Low-Income Housing Credit Form & Instructions |
| Form 8815 | Exclusion
of Interest from U.S. Savings Bonds Form & Instructions If you cashed Series EE or I bonds issued after 1989 and had qualified higher education expenses you may be able to exclude interest using this form. |
IRS Publications for Investments
| Pub 527 | Residential
Rental Property Download Includes information about rental of vacation homes. |
| Pub 541 | Partnerships Download |
| Pub 544 | Sales
and Other Dispositions of Assets Download |
| Pub 550 | Investment
Income and Expenses Download All the gritty details on virtually every type of investment. Includes a brief discussion of investment clubs. |
| Pub 551 | Basis
of Assets Download Helpful in determining how much gain or loss you have in special situations. |
| Pub 564 | Mutual
Fund Distributions Download The title of this publication is misleading because it also covers special rules for sales of mutual fund shares. |
| Pub 925 | Passive
Activity and At-Risk Rules Download |
