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Case Study 1: Form 8949 and Schedule DEldridge received a Form 1099-DIV. Box 2a shows he received a total capital gain distribution of $170. Eldridge also received Form 1099-B that shows net proceeds of $1,200 on the sale of 600 shares of ABC Group, Inc; the Form 1099-B did not show his basis. He held the stock for over 6 years. His basis in ABC, including commission, is $1,455. Eldridge must use Schedule D to report his capital gain distribution because he sold stock that must be reported on Form 8949 and Schedule D. Click here to review Eldridge's Form 8949 and Schedule D, Part II. 
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