Where do I report Form 2439 on my tax return?

Report the total amount as a long-term capital gain on the appropriate Schedule D. For example, individuals report this amount on line 11, column (h), of Schedule D (Form 1040). Estates and trusts report this amount on Schedule D (Form 1041).

How do I report undistributed long-term capital gains?

Form 2439 is issued to taxpayers from Regulated Investment Companies (RICs) and Real Estate Investment Trusts (REITs) for undistributed long-term capital gains. Examples of RICs include mutual funds and exchange-traded funds (ETFs). Usually, these investments will distribute capital gains to shareholders.

What is the form 2439 for an IRA?

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 required to distribute to shareholders in order to report undistributed long-term capital gains.

Where do long-term capital gains go on 1040?

Capital gains and deductible capital losses are reported on Form 1040, Schedule D, Capital Gains and Losses, and then transferred to line 13 of Form 1040, U.S. Individual Income Tax Return. Capital gains and losses are classified as long-term or short term.

What is the form 2439 for an IRA?

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 required to distribute to shareholders in order to report undistributed long-term capital gains.

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.

Where do you put capital gains on tax return?

The long-term capital gains from equity-oriented mutual funds need to be reported in 'Schedule 112A'. If you have short-term capital gains, that needs to be reported in Schedule CG.

How do I report undistributed long-term capital gains?

Form 2439 is issued to taxpayers from Regulated Investment Companies (RICs) and Real Estate Investment Trusts (REITs) for undistributed long-term capital gains. Examples of RICs include mutual funds and exchange-traded funds (ETFs). Usually, these investments will distribute capital gains to shareholders.

Get Form 2439

Nrecaptured section 1250 gain Shareholder s name, address, and ZIP code 1c Section 1202 gain Attach to Form 1120-RIC or Form 1120-REIT 1d Collectibles (28%) gain 2 Tax paid by the RIC or REIT on the box 1a gains Form 2439 Cat. No. 11858E Copy A For Instructions and Paperwork Reduction Act Notice, see back of Copies A and D. Department of the Treasury - Internal Revenue Service Instructions for the Regulated Investment Company (RIC) and the Real Estate Investment Trust (REIT) RIC.

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