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California California Capital Gain or Loss Adjustment
Extracted from PDF file 2023-california-form-540-schedule-d.pdf, last modified October 2023California Capital Gain or Loss Adjustment
TAXABLE YEAR 2023 California Capital Gain or Loss Adjustment SCHEDULE Name(s) as shown on return 1 D (540) Do not complete this schedule if all of your California gains (losses) are the same as your federal gains (losses). (a) Description of property Example: 100 shares of “Z” Co. SSN or ITIN (b) Sales price (c) Cost or other basis (d) (e) Loss Gain If (c) is more than (b), If (b) is more than (c), subtract (b) from (c) subtract (c) from (b) a b c d e f g h i j k l m n o p q r s t u v 2 Net gain or (loss) shown on California Schedule(s) K-1 (100S, 541, 565, and 568). . . . . . . . . . 2 3 Capital gain distributions (federal Form 1099-DIV, box 2a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Total 2023 gains from all sources. Add column (e) amounts of line 1, line 2, and line 3 . . . . . . . . . . . . . . . . . . . . . . 4 5 2023 loss. Add column (d) amounts of line 1 and line 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5( ) 6 California capital loss carryover from 2022, if any. See instructions. . . . . . . . . . . . . . . . . . . . 6( ) 7 Total 2023 loss. Add line 5 and line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7( ) For Privacy Notice, get FTB 1131 EN-SP. 7761233 Schedule D (540) 2023 Side 1 8 Net gain or (loss). Combine line 4 and line 7. If a loss, go to line 9. If a gain, go to line 10 . . . . . . . . . . . . . . . . . . . . . 9 If line 8 is a loss, enter the smaller of: 8 a the loss on line 8. b $3,000 ($1,500 if married/RDP filing separate). See instructions . . . . . 9 ( 10 Enter the gain or (loss) from federal Form 1040 or 1040-SR, line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 11 Enter the California gain from line 8 or (loss) from line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 12 a If line 10 is more than line 11, enter the difference here and on Schedule CA (540), Part I, Section A, line 7, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a b If line 10 is less than line 11, enter the difference here and on Schedule CA (540), Part I, Section A, line 7, column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12b This space reserved for 2D barcode This space reserved for 2D barcode Side 2 Schedule D (540) 2023 7762233 )
2023 Schedule D (540) California Capital Gain or Loss Adjustment
More about the California Form 540 Schedule D Individual Income Tax TY 2023
Do not complete this schedule if all of your California gains (losses) are the same as your federal gains (losses).
We last updated the California Capital Gain or Loss Adjustment in January 2024, so this is the latest version of Form 540 Schedule D, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 540 Schedule D directly from TaxFormFinder. You can print other California tax forms here.
Related California Individual Income Tax Forms:
TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the California Form 540 Schedule D.
| Form Code | Form Name |
|---|---|
| Form 540 Schedule CA | California Adjustments - Residents |
| Form 540 Schedule CA INS | Instructions and Forms for Schedule CA (540) |
| Form 540 Schedule P | Alternative Minimum Tax and Credit Limitations - Residents |
| Form 540 Schedule G-1 | Tax on Lump-Sum Distributions |
| Form 540 Schedule S | 2019 Instructions Schedule S |
| Form 540 Schedule D-1 | Sales of Business Property |
View all 175 California Income Tax Forms
Form Sources:
California usually releases forms for the current tax year between January and April. We last updated California Form 540 Schedule D from the Franchise Tax Board in January 2024.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of California Form 540 Schedule D
We have a total of thirteen past-year versions of Form 540 Schedule D in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 Form 540 Schedule D
2023 Schedule D (540) California Capital Gain or Loss Adjustment
2022 Form 540 Schedule D
2022 Schedule D (540) California Capital Gain or Loss Adjustment
2021 Form 540 Schedule D
2021 Schedule D (540) California Capital Gain or Loss Adjustment
2020 Form 540 Schedule D
2020 Schedule D (540) California Capital Gain or Loss Adjustment
2019 Form 540 Schedule D
2019 Schedule D (540) California Capital Gain or Loss Adjustment
2018 Form 540 Schedule D
2018 Schedule D (540) - California Capital Gain or Loss Adjustment
2017 Form 540 Schedule D
2017 Schedule D (540) - California Capital Gain or Loss Adjustment
2016 Form 540 Schedule D
2016 Schedule D (540) California Capital Gain or Loss Adjustment
2015 Form 540 Schedule D
2015 Form 3726 -- Deferred Intercompany Stock Account (DISA) and Capital Gains Information
2014 Form 540 Schedule D
2014 Schedule D (540) -- California Capital Gain or Loss Adjustment
2013 Form 540 Schedule D
2013 Schedule D (540) -- California Capital Gain or Loss Adjustment
2012 Form 540 Schedule D
2012 Schedule D (540) -- California Capital Gain or Loss Adjustment
2011 Form 540 Schedule D
2011 Schedule D (540) -- California Capital Gain or Loss Adjustment
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