User's Manual - Drake Software

Sales of Assets
Drake Software User’s Manual
Table 5-2: Spreadsheet Columns for Schedule D Import
Spreadsheet
Column
Associated Field on Screen 8949
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
TSJ
F
State
City
Date of Sale or Exchange
Date of Acquisition
Type of gain or loss
Stock or other symbol
Quantity Sold
Proceeds from sale of stocks, bonds, or other capital assets
Loss not allowed based on amount in box 2 (Note: To have a check mark appear
in this field, enter any character into the spreadsheet column.)
Cost or other basis
Federal tax withheld
Wash sale loss disallowed
Description
State
State ID
State tax withholding
Basis not reported/Form 1099-B not received
Form 8949 Adjustment #1 Code
U Adjustment #1
V
W
Adjustment #1 AMT
Form 8949 Adjustment #2 Code
X Adjustment #2
Y
Z
Adjustment #2 AMT
Form 8949 Adjustment #3 Code
AA Adjustment #3
AB
Adjustment #3 AMT
AC Amount for 28%
AD
All 28% rate (Note: To have a check mark appear in this field, enter any character
into the spreadsheet column.)
114 Tax Year 2012