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:
| 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. |
