California Capital Gain or Loss

Capital Gain or Loss
2023 Schedule D (568) Capital Gain or Loss
TAXABLE YEAR

2023

CALIFORNIA SCHEDULE

D (568)

Capital Gain or Loss

Name as shown on return

California Secretary of State (SOS) file number
FEIN

Part I

Short-Term Capital Gains and Losses – Assets Held One Year or Less. See instructions. (Use additional sheets if necessary.)
(d)
(e)
(a)
(b)
(c)
(f)
Sales price
Cost or other basis
Description of property
Date acquired
Date sold
Gain or loss
col. (d) minus col. (e)
Example: 100 shares 7% preferred of “Z” Co.
(mm/dd/yyyy)
(mm/dd/yyyy)

1

1 Enter line 1, column (f) totals here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
2 Short-term capital gain from installment sales, from form FTB 3805E, line 26 or line 37 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
3 LLC’s share of net short-term capital gain (loss), including gains (losses) from LLCs, partnerships, fiduciaries,
and S corporations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
4 Net short-term capital gain (loss). Add line 1, line 2, and line 3. Enter total here and on Schedule K (568), line 8 or line 11 . . . .4

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Part II

Long-Term Capital Gains and Losses – Assets Held More Than One Year. See instructions. (Use additional sheets if necessary.)
(a)
(b)
(c)
(d)
(e)
(f)
Gain or loss
Description of property
Date acquired
Date sold
Sales price
Cost or other basis
col. (d) minus col. (e)
Example: 100 shares 7% preferred of “Z” Co.
(mm/dd/yyyy)
(mm/dd/yyyy)

5

5 Enter line 5, column (f) totals here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
6 Long-term capital gain from installment sales, from form FTB 3805E, line 26 or line 37 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 LLC’s share of net long-term capital gain (loss), including gains (losses) from LLCs, partnerships, fiduciaries,
and S corporations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Capital gain distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Net long-term capital gain (loss). Add line 5, line 6, line 7, and line 8. Enter total here and on Schedule K (568), line 9 or line 11. . . 9

7801233

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Schedule D (568) 2023