schedule-d

Automate Schedule D capital gains and losses calculations from Form 8949 totals and carryovers.

1|Updated Apr 27, 2026
One-click install
npx skills add https://github.com/jupid-tax/jupid-skills --skill schedule-d
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: schedule-d
Source: https://github.com/jupid-tax/jupid-skills/tree/main/forms/schedule-d
Command: npx skills add https://github.com/jupid-tax/jupid-skills --skill schedule-d

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the generation of a compliant Schedule D draft (Form 1040) by consolidating Form 8949 totals, carryovers, and capital gain distributions, enabling accurate capital gains tax reporting.

Core Features & Use Cases

  • Aggregates Form 8949 line items (short-term and long-term) with Box A-F adjustments, 1099-DIV distributions, K-1 carryovers, and prior-year losses to produce Schedule D Lines 7, 15, and 16.
  • Correctly routes to the appropriate tax rate worksheets (0/15/20% LTCG, 28% collectibles, 25% §1250 unrecaptured), and calculates NIIT when MAGI thresholds are exceeded.
  • Generates downstream deliverables (Form 1040, Schedule D, Form 8960 if needed, and carryover worksheets) for review and filing.

Quick Start

Review the draft Schedule D by loading your Form 8949 totals and carryovers into the skill and prompting it to compute the Schedule D output.

Frequently Asked Questions about schedule-d

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate capital gains and losses for Schedule D from Form 8949?

To calculate Schedule D capital gains, aggregate your Form 8949 short-term and long-term line items, apply Box A-F adjustments, and consolidate carryovers and 1099-DIV distributions to compute totals.

How do prior-year capital loss carryovers affect my Schedule D calculations?

Prior-year capital loss carryovers reduce your current year capital gains on Schedule D by offsetting short-term and long-term gains, requiring accurate carryover worksheet integration to determine final taxable income.

Does Schedule D require separate tax worksheets for collectibles and unrecaptured real estate gains?

Schedule D requires routing gains through specific tax worksheets, applying the 28% rate for collectibles and the 25% rate for unrecaptured §1250 gains, separate from standard 0/15/20% calculations.

When do I need to calculate NIIT on my capital gains for Schedule D?

You must calculate Net Investment Income Tax on capital gains when your modified adjusted gross income exceeds statutory thresholds, triggering Form 8960 generation alongside your Schedule D draft.

How do I handle K-1 carryovers and §1231 adjustments on Schedule D?

Schedule D handles K-1 carryovers and §1231 adjustments by aggregating these amounts with Form 8949 totals, ensuring proper characterization of short-term and long-term capital gains across multiple years.