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- Form 2439 is an IRS form that mutual funds must send to their shareholders to inform them of undistributed capital gains and taxes paid on those gains.
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Feb 10, 2021 · Key Takeaways. Form 2439 is an IRS form that Regulated Investment Companies (RICs)–mutuals funds and exchange-traded funds–and Real Estate Investment Trusts (REITs) are required...
Jun 2, 2023 · Information about Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains, including recent updates, related forms and instructions on how to file. Use this form to provide shareholders the amount of undistributed long-term capital gains.
Undistributed Capital Gains – Form 2439. 1 min read. Share: A mutual fund usually distributes all its capital gains to its shareholders. The mutual fund company reports these gains on Form 1099-DIV. However, a mutual fund might keep some of its capital gains and pay a tax on them.
Mar 15, 2024 · Form 2439, a mandatory IRS document, acts as a conduit of information for RICs and REITs to disclose undistributed long-term capital gains to shareholders. While standard practice involves mutual funds distributing capital gains, Form 2439 comes into play when fund companies opt to retain these gains, necessitating tax payments on behalf of ...
Form 2439 (Rev. November 2021) Copy A. Attach to Form 1120-RIC or Form 1120-REIT. Cat. No. 11858E. www.irs.gov/Form2439 . For Instructions and Paperwork Reduction Act Notice, see back of Copies A and D. Regulated Investment Company (RIC) and the Real Estate Investment Trust (REIT) Section references are to the Internal Revenue Code.
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Aug 28, 2023 · Form 2439 is a tax document that is required to be filed by certain investment companies, mutual funds, and real estate investment trusts (REITs) containing undistributed long-term capital gain information for shareholders to report on their return and potentially claim a refund of income tax the company paid on their behalf.
Dec 25, 2023 · This guide explains what Form 2439 is, who should receive it, how to report it, and how it impacts your taxes. You'll also learn key takeaways for properly navigating undistributed gains. Understanding Form 2439: A Guide for Shareholders. Form 2439 is an important tax document that notifies shareholders of undistributed long-term capital gains.
