Donald J. Trump - Long-Term Transactions (Schedule D)

Sep 19, 2026

Long-term capital-asset transactions are itemized for tax reporting, including categories for sales where basis was reported on Form 1099-B, basis not reported, or transactions not reported on Form 1099-B. The form instructs how to check a single applicable box, when separate Form 8949 pages are needed, and how to enter totals. A table captures property descriptions, acquisition and sale dates, proceeds, cost basis, adjustments, codes, and resulting gain or loss, followed by summary totals for Schedule D reporting.

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Part I

Long-term transactions categories

Transaction table fields

Totals and Schedule D reporting

## Name(s)shown on return.Name and SSN or taxpayer identification no.not required if shown on page 1Social security number ortaxpaver identification no.DONALD J.&MELANIA TRUMP Before you check BoxD,E,or Fbelow,see whether you received any Form(s)1099-B or substitute statements)from your broker.A substitutestatement will have the same information as Form 1099-B.Either will show whether your basis (usually your cost)was reported to the IRS by yourhroker and may even tell you which hox to check ## Part ILong-Term.Transactions involving capital assets you held more than 1 year are long term.For short-term transactions,see page 1.Note:You may aggregateal long-term transactions reported on Form(s)1099-Bshowing basis was reported to the IRS and for which no adjustments or codes are required.Enter the totals directly on Schedule D,line Ba;you aren'trequired to report these transactions on Form 8949 (see instructions). You must check BoxD,E,or Fbelow.Check only one box.Ir more than n bo apliesfor yur longterm tranactins,cmplet a separate fom 8949,pge2,for ach apiabla bo.you have more long-term transactions thanwil fton this page for one or more of the bokes,complete as many formswith the same box checked as you need. X ## (D)Long-term transactions reported on Form(s)1099·B showing basis was reported to the IRS(see Note above) (E)Long-term transactions reported on Form(s)1099-B showing basis wasn't reported to the IRS (F)Long-term transactions not reported to you on Form 1099·B | (a)
Description of property
(Example:100 sh.XYZ Co.) | (b)
Date acquired
(Mo.,day,yr.) | (c)
Date sold or
disposed of
(Mo.,day,yr.) | (d)
Proceeds
(sales price) | (e)
Cost or other
basis.See the
Note below and
see Column (e)in
the instructions | Adjustment,if any,to gain or
loss.If you enter an amount
in column(g),enter a code in
column(1).See instructions. | | (h)
Gain or (loss).
Subtract column(e)
from column(d)&
combine the result
with column(g) | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | (f)
Code(s) | (g)
Amount of
adjustment | | | 7000.000 SH-APPLE INC | 10/08/13 | 01/09/17 | 833,118. | 481,505. | | | 351,613. | | 2800.000 SH -CATERPILLAR | | | | | | | | | INC | 12/20/13 | 01/10/17 | 263,889. | 248,253. | | | 15,636. | | 1000.000 SH-EXXON MOBIL | | | | | | | | | CORP | 02/18/15 | 01/10/17 | 87,106. | 91,951. | | | <4,845.> | | 2250.000 SH-HALLIBURTON | | | | | | | | | COMPANY | 10/07/13 | 02/18/15 | 124,575. | 99,770. | | | 24,805. | | 7400.000 SH-MICROSOFT | | | | | | | | | CORP | 10/07/13 | 01/09/17 | 464,558. | 248,867. | | | 215,691. | | 1300.000 SH-PHILLIPS 66 | 02/18/15 | 01/10/17 | 110,395. | 99,293. | | | 11,102. | | 1250.000 SH -PEPSICO INC | 10/08/13 | 01/12/17 | 127,281. | 99,155. | | | 28,126. | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 2 Totals.Add the amounts in columns(d),(e),(g)and (h)(subtract
negative amounts).Enter each total here and include on your
Schedule D,line 8b(if Box D above is checked),line 9(if Box E
above is checked),or line 10(if BoxF above is

FAQs

What do Boxes (D), (E), and (F) indicate for long-term transactions?

They distinguish whether long-term transactions reported on Form 1099-B show basis was reported to the IRS, whether basis was not reported, or whether the transactions were not reported to you on Form 1099-B.

When should a separate Form 8949 page be completed?

If more than one box applies to your long-term transactions, complete a separate form 8949 page for each applicable box.

How are totals on this page used?

Add amounts in columns (d), (e), (g), and (h) and enter each total here, then include them on Schedule D line 8b/9/10 depending on which box (D/E/F) was checked.

Sep 19, 2026

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