The Capital Gain Template import feature can populate many of the fields on the Capital Gain (Loss) input screens. Each tax application (1040, 1041, 1065, and 1120) has a separate capital gain template.




Navigation for Fields in the Capital Gain Template


  • 1040: Organizer > Gains and Losses > Capital Gains and Losses > Add New


  • 1041: Organizer > Gains and Losses > Stocks, Bonds, etc. > Add New


  • 1065: Organizer > Gains and Losses > Capital Gains and Losses > Gains Distributions, Stocks, and Bonds > Add New


  • 1120: Organizer > Gains and Losses > Capital Gains and Losses > Add New