References
- Publication 4491 Capital Gain or Loss Income
 - Intake and Interview Sheet
 - Publication 17
 - Schedule D
 - Schedule D Instructions
 - Publication 523
 - Publication 544
 - Publication 550
 - Publication 551
 - Form 1040 Instructions
 - Form 1099-B
 - Form 1099-B Instructions
 - Form 1099-DIV
 - Form 1099-S
 - Form 8949
 - Form 8949 Instructions
 - Capital Loss Carryover Worksheet
 - Publication 4012, Tab D, Capital Gains and Losses