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Calculate and print Schedule D and AMT

Calculate and print Schedule D, Federal Capital Gains and Losses, including the Alternative Minimum Tax (AMT) worksheet, for taxpayers with capital gain or loss transactions during the tax year.
Before running a recompute, verify that Schedule D has an amount on at least one of the following lines:
  • Line 7: Net short-term capital gain or loss
  • Line 15: Net long-term capital gain or loss
If neither line has an amount, Schedule D won’t calculate or print.
When the return has qualified dividends on Form 1040, page 1, line 3a, you can print Schedule D together with the Qualified Dividend and Capital Gain Tax Worksheet.
  1. In the Organizer, go to
    General Information
    Return and Print Options
    .
  2. Select
    Tax Form Options
    , then go to the
    Schedule D – Capital Gains and Losses
    section.
  3. Mark the
    Print Schedule D with the Qualified Dividend and Capital Gain Tax Worksheet
    checkbox.
  4. Run a full recompute, then print the return.

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