California California Capital Gain or Loss Adjustment

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California Capital Gain or Loss Adjustment
2023 Schedule D (540) California Capital Gain or Loss AdjustmentTAXABLE YEAR

2023

California Capital Gain or Loss Adjustment

SCHEDULE

Name(s) as shown on return

1

D (540)

Do not complete this schedule if all of your California gains (losses) are the same as your federal gains (losses).

(a)
Description of property
Example: 100 shares of “Z” Co.

SSN or ITIN

(b)
Sales price

(c)
Cost or other basis

(d)
(e)
Loss
Gain
If (c) is more than (b), If (b) is more than (c),
subtract (b) from (c) subtract (c) from (b)

a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
t
u
v
2

Net gain or (loss) shown on California Schedule(s) K-1 (100S, 541, 565, and 568). . . . . . . . . . 2

3

Capital gain distributions (federal Form 1099-DIV, box 2a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3

4

Total 2023 gains from all sources. Add column (e) amounts of line 1, line 2, and line 3 . . . . . . . . . . . . . . . . . . . . . .

4

5

2023 loss. Add column (d) amounts of line 1 and line 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5(

)

6

California capital loss carryover from 2022, if any. See instructions. . . . . . . . . . . . . . . . . . . .

6(

)

7

Total 2023 loss. Add line 5 and line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7(

)

For Privacy Notice, get FTB 1131 EN-SP.

7761233

Schedule D (540) 2023 Side 1

8

Net gain or (loss). Combine line 4 and line 7. If a loss, go to line 9. If a gain, go to line 10 . . . . . . . . . . . . . . . . . . . . .

9

If line 8 is a loss, enter the smaller of:

8

a the loss on line 8.
b $3,000 ($1,500 if married/RDP filing separate). See instructions . . . . .

9 (

10

Enter the gain or (loss) from federal Form 1040 or 1040-SR, line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10

11

Enter the California gain from line 8 or (loss) from line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11

12

a If line 10 is more than line 11, enter the difference here and on Schedule CA (540), Part I,
Section A, line 7, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12a

b If line 10 is less than line 11, enter the difference here and on Schedule CA (540), Part I,
Section A, line 7, column C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12b

This space reserved for 2D barcode

This space reserved for 2D barcode
Side 2 Schedule D (540) 2023

7762233

)

Extracted from PDF file 2023-california-form-540-nr-schedule-d.pdf, last modified October 2023

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More about the California Form 540-NR Schedule D Individual Income Tax TY 2023

This form is to be filled in with the price of any property placed in service of the taxable year this form is due.

We last updated the California Capital Gain or Loss Adjustment in January 2024, so this is the latest version of Form 540-NR Schedule D, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 540-NR Schedule D directly from TaxFormFinder. You can print other California tax forms here.

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Related California Individual Income Tax Forms:

TaxFormFinder has an additional 174 California income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the California Form 540-NR Schedule D.

Form Code	Form Name
Form 540-NR	California Nonresident or Part-Year Resident Income Tax Return Nonresident
Form 540-NR Schedule CA INS	Forms & Instructions for Schedule CA (540NR)
Form 540-NR Schedule CA	California Adjustments - Nonresidents and Part-Year Residents Nonresident
Form 540-NR Short	California Nonresident or Part-Year Resident Income Tax Return (Short) Tax Return
540-NR Tax Table	Tax Table for 540-NR Tax Return Tax Return
540-NR Schedule S	Other State Tax Credit (Nonresidents) Nonresident
Form 540-NR Schedule P	Alternative Minimum Tax and Credit Limitations - Nonresidents Nonresident
540-NR INS	540-NR Nonresident or Part-Year Resident Booklet - Forms & Instructions Nonresident

Download all CA tax forms View all 175 California Income Tax Forms

Form Sources:

California usually releases forms for the current tax year between January and April. We last updated California Form 540-NR Schedule D from the Franchise Tax Board in January 2024.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of California Form 540-NR Schedule D

We have a total of thirteen past-year versions of Form 540-NR Schedule D in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form 540-NR Schedule D

2023 Schedule D (540) California Capital Gain or Loss Adjustment

2022 Form 540-NR Schedule D

2022 Schedule D (540) California Capital Gain or Loss Adjustment

2021 Form 540-NR Schedule D

2021 Schedule D (540) California Capital Gain or Loss Adjustment

2020 Form 540-NR Schedule D

2020 Schedule D (540NR) California Capital Gain or Loss Adjustment

2019 Form 540-NR Schedule D

2019 Schedule D (540NR) California Capital Gain or Loss Adjustment

2018 Form 540-NR Schedule D

2018 Schedule D (540NR) - California Capital Gain or Loss Adjustment

2017 Form 540-NR Schedule D

2017 Schedule D (540NR) - California Capital Gain or Loss Adjustment

2016 Form 540-NR Schedule D

2016 Schedule D (540NR) -- California Capital Gain or Loss Adjustment

California Capital Gain or Loss Adjustment (Fill-in)

2015 Form 540-NR Schedule D

2015 Schedule D (540NR) -- California Capital Gain or Loss Adjustment

2014 Form 540-NR Schedule D

2014 Schedule D (540NR) -- California Capital Gain or Loss Adjustment

2013 Form 540-NR Schedule D

2013 Schedule D (540NR) -- California Capital Gain or Loss Adjustment

2012 Form 540-NR Schedule D

2012 Schedule D (540NR) -- California Capital Gain or Loss Adjustment

2011 Form 540-NR Schedule D

2011 Schedule D (540NR) -- California Capital Gain or Loss Adjustment

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