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Video instructions and help with filling out and completing 2021-2022 schedule d tax worksheet
Instructions and Help about 2021-2022 schedule d tax worksheet
Music hello in this video we are going to show you how to run a tax Schedule D report a tax Schedule D report shows realized gains or losses last carryovers and long-term capital gains distributions for your securities for a specific tax year you would use the information from this report when filling out the Schedule D form quicken pools the last carryover amount from the capital gains section of the tax planner so be sure to enter this information before you run the report to access this report we will be going to the reports and graphs Center to do so we will select reports from the top menu and then reports and graph the center here we see a list of quick and standard reports we will begin by selecting tax this will show us all of the options for tax reports next we will select Schedule D capital gains and losses at this point you have the option to select the specific tax year you would like to run the report for you also have the ability to customize the report but for this video we're just going to run the report by clicking on show report within the report window you have the option to email the report change the report visual and font settings print the report export the report data save the report use the find and replace feature and once again further customize the report you Music.