Get Void Name, Address, And Zip Code Of Ric Or Reit Corrected Omb No - Irs

Filling out the VOID Name, Address, And ZIP Code Of RIC Or REIT corrected form is an important task for anyone involved with regulated investment companies or real estate investment trusts. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to fill out the form online.

1. Click the ‘Get Form’ button to obtain the form and access it in the editor.
2. Enter the name, address, and ZIP code of the regulated investment company (RIC) or real estate investment trust (REIT) in the designated fields as shown on Form 2438. Include the employer identification number (EIN) to the right of these fields.
3. Fill in the shareholder’s identifying number by entering their social security number (SSN) or EIN if the shareholder is an organization. For IRA shareholders, input the identification number of the IRA trust.
4. In Box 1a, report the total undistributed long-term capital gains allocable to the shareholder. This amount should be sourced from line 11 of Form 2438.
5. Complete Box 1b by indicating the unrecaptured section 1250 gain from the sale of depreciable real property, which is a portion of the total gains in Box 1a.
6. If applicable, enter the section 1202 gain in Box 1c. This applies to the portion of Box 1a attributable to the sale of qualified small business stock.
7. In Box 1d, report any collectibles gain at the 28% rate, which is part of the total in Box 1a.
8. Complete Box 2 by entering the tax paid by the RIC or REIT on the amounts reported in Box 1a.
9. Review all entries for accuracy before proceeding to save or submit your filled-out form as necessary.
10. Once completed, save changes to your form and utilize the options to download, print, or share as needed.

Start filling out your documents online today to ensure accurate reporting and compliance.