Useful Items

Publication

• 550   Investment Income and Expenses

Form (and Instructions)

• Schedule B (Form 1040)   Interest and Ordinary Dividends
• Schedule D (Form 1040)   Capital Gains and Losses
• Schedule 1 (Form 1040A)   Interest and Ordinary Dividends for Form 1040A Filers
• 1099-B   Proceeds from Broker and Barter Exchange Transactions
• 1099-DIV   Dividends and Distributions
• 2439   Notice to Shareholder of Undistributed Long-Term Capital Gains
• 4952   Investment Interest Expense Deduction