- Be sure to make reference, in the body of your business plan, to each appendices item. Don't include a document or other information sources in the appendices just to occupy space. If its needed include it; if it's not needed exclude it. - Be sure to prepare a table of contents for your appendices.
Schedule D for Form 1040. Schedule D for Form 1040 has two pages and three parts. Part I is for short-term gains or losses for assets held for one year of less. Part II is for long-term gains or losses for assets held for more than one year. Part III summarizes all gains and losses to arrive at the sum total to record on Form 1040.
Schedule 13D. Schedule 13D is a long-form beneficial ownership disclosure statement. Samples of Schedule 13D filings are available here and here. The triggering event for an initial Schedule 13D is an acquisition that results in a beneficial owner exceeding the 5 percent threshold.An acquisition is not limited to a purchase.The formation of a group may result in an acquisition of the securities of other group members even if no purchase occurred.he triggering event for an initial Schedule 13D is an acquisition that results in a beneficial owner exceeding the 5 percent threshold. An acquisition is not limited to a purchase. The formation of a group may result in an acquisition of the securities of other group members even if no purchase occurred.