NATP > Events & Education > e-Education > Self-Study Courses > Introduction to Schedule D

Introduction to Schedule D 

Course Year: 2012
Course Level: Basic
Prerequisite: None
Advance Preparation: None. Introduction to Tax Preparation course is helpful but not required.

CPE Credits Designation Field of Study
IRS * 4 EA Federal Tax Law Topic
NASBA 0 CPA N/A
CTEC 4 CRTP Federal Tax Law Topic
CFP Board 0 CFP® N/A

* NATP will report CPE credits to the IRS for all PTIN holders. CPE is currently not mandatory for RTRPs or RTRP candidates and any option to register or participate in this program is strictly voluntary.

Fees: $65 for Members and $89 for Nonmembers

Summary
This course is designed to help tax professionals gain basic knowledge and an understanding of Schedule D (Form 1040) for individual taxpayers. It will cover the sale of stock and mutual funds, including how such sales are reported on Schedule D. In addition, it will discuss the tax treatment of capital gains and losses.

Table of Contents

Objectives
Upon completion of this course, you will be able to:  

  • Identify sales that are reported on Schedule D.
  • Calculate the adjusted basis of capital assets.
  • Determine if the asset's holding period is short-term or long-term.
  • Explain the tax treatment of capital losses.
  • Apply the appropriate tax rates to capital gains.

For more information regarding refund, complaint and/or program cancellation policies, please contact our Member Services Department at 800.558.3402, ext. 3.

CPE Sponsor Information

NATP Login

member id:

password:

join now   |   forgot password?

Share |

PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

eweb keepalive image