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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.
Jun 2, 2023 · Use this form to provide shareholders of a regulated investment company (RIC) or a real estate investment trust (REIT) the amount of undistributed long-term capital gains. Current Revision Form 2439 PDF
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.
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...
Nov 14, 2023 · Form W-2. Wage and Tax Statement. Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld. Form W-2 PDF. Related: General Instructions for Forms W-2 and W-3 PDF.
Form 2439 (Rev. November 2021) Notice to Shareholder of Undistributed Long-Term Capital Gains Department of the Treasury - Internal Revenue Service Copy B Attach to the shareholder’s income tax return for the tax year that includes the last day of the RIC’s or REIT’s tax year. OMB No. 1545-0123 For calendar year 20, or other tax year
Sep 22, 2023 · For reporting undistributed long-term capital gains, fund companies and trusts must report certain information on IRS Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains. In this article, we’ll go over the information taxpayers must know about IRS Form 2439, including: Tax information you can expect to see on IRS Form 2439
