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This article applies to:

  • Product: Planner CS

View the Schedule D tax calculation

There are two ways in which you can view Schedule D information.
  • Select the
    Other Taxes
     button and view the calculation in the
    Cap Gain Tax
     tab.
  • If the client is subject to the
    Alternative Minimum
     Tax, select the
    AMT
     button and view the calculation in the
    AMT Cap Gain Tax
     tab.