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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.
Form 2439 (Rev. November 2021) Cat. No. 11858E. Notice to Shareholder of Undistributed Long-Term Capital Gains. Department of the Treasury - Internal Revenue Service. Copy A . Attach to Form 1120-RIC or Form 1120-REIT. For Instructions and Paperwork Reduction Act Notice, see back of Copies A and D. OMB No. 1545-0123. For calendar year 20, or ...
Feb 10, 2021 · Form 2439 is an Internal Revenue Service (IRS) form that Regulated Investment Companies (RICs)–mutuals funds and exchange-traded funds–and Real Estate Investment Trusts (REITs) are...
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.
Dec 15, 2023 · December 15, 2023. Form 2439, often overlooked in tax forms, is a critical document for shareholders receiving notice of undistributed long-term capital gains. This comprehensive guide will delve into the intricacies of Form 2439, helping shareholders understand its significance and how to navigate it effectively.
Sep 22, 2023 · What is IRS Form 2439 used for? IRS Form 2439 provides shareholders of a regulated investment company (RIC) or a real estate investment trust (REIT) the amount of undistributed long-term capital gains.
Mar 15, 2024 · Form 2439, issued by the IRS, serves as a mechanism for RICs and REITs to notify shareholders of long-term capital gains not distributed. Although uncommon, this retention occurs when fund companies decide against distributing gains, a process strictly regulated.
