Schedule D (Form 1041) Template

Use this schedule to report capital gains and losses for an estate or trust return.

By using this template, you agree to our Template Terms of Use.

Why use a Schedule D (Form 1041)?

This schedule organizes short-term and long-term capital gains and losses for Form 1041 reporting.

Separate gain types

Report short-term and long-term capital transactions in dedicated sections.
Summarize results

Combine gain or loss amounts for beneficiaries and the estate or trust.
Support tax computation

Use the listed lines to complete capital loss limits or capital gains rate calculations.

This template includes short-term and long-term gain sections, summary lines, and tax computation parts.

Short-term gains
Reports transactions and carryovers for assets generally held one year or less.
Long-term gains
Reports transactions, distributions, carryovers, and gain from Form 4797.
Summary section
Combines short-term and long-term amounts for beneficiaries and the estate or trust.
Capital loss limit
Provides the line for applying the stated capital loss limitation.
Tax computation
Includes maximum capital gains rate lines when the form conditions apply.