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  • Irs Form 2439 1994

Get Irs Form 2439 1994-2025

Any beginning , 1994, and ending , 19 OMB No. 1545-0145 Copy A Attach to Form 1120-RIC 1994 Shareholder s identifying number Regulated investment company s identifying number Shareholder s name, address, and ZIP code Regulated investment company s name, address, and ZIP code 1 2 Undistributed long-term capital gains for the year to be included in shareholder s income Tax paid by the RIC on the gains shown on line 1. Shareholder: See instructions on back of Copy C for claiming.

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About Form 2439, Notice to Shareholder of...
Use this form to provide shareholders of a regulated investment company (RIC) or a real...
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2023 Instructions for Form 1040-NR
... 2439, and 8288-A to the front of Form 1040-NR. If you received a Form W-2c (a...
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Your undistributed capital gains will appear in Box 1a of the Form 2439, and it will be reported on Line 11 of Schedule D. You can claim a tax credit for the amount of tax paid by the fund or REIT on Line 73 of your Form 1040. Just check Box "a" indicating that the payment was shown on Form 2439.

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.

How do I report form 2439 in Lacerte? To report Form 2439 in Lacerte's individual tax module: Go to Screen 17.1 for Dispositions (Schedule D, 4797, etc.) From the Dispositions section, select Form 2439.

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.

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).

Undistributed Capital Gain Definition In the simplest terms, an undistributed capital gain is a situation where a company has made more money from investments and assets than it has paid out in dividends to shareholders.

Form 2439 must be attached to your individual income tax return (Form 1040) for the year in which the capital gains distribution was paid. This allows the IRS to properly credit the tax you already paid on the undistributed capital gains. The capital gains will be reported on Schedule D of Form 1040.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232