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Name of fund or REIT - irs

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The document is a draft of IRS Form 2438, which is used by regulated investment companies (RICs) and real estate investment trusts (REITs) to report undistributed capital gains for tax purposes. It emphasizes that this is a draft version not intended for filing, outlines the purpose and requirements for the form, and provides instructions on how to complete it, including deadlines and penalties for late filing or payment. The document also includes sections on electronic payment requirements and general instructions for completing the form.

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How are REIT taxed in Canada?

In Canada, a REIT is not taxed on income and gains from its property rental business. Instead, shareholders are taxed on a REITs property income when it is distributed, and some investors may be exempt from tax.

Where do I report REIT income on tax return?

Filing requirements If you are a REIT, file one of the following: California Corporation Franchise or Income Tax Return (Form 100) and check the appropriate REIT box on side 3. California Corporation Franchise or Income Tax Return Waters-Edge Filers (Form 100W) and check the appropriate REIT box on side 3.

What is a REIT classified as?

REIT stands for Real Estate Investment Trust. A REIT is organized as a partnership, corporation, trust, or association that invests directly in real estate through the purchase of properties or by buying up mortgages. REITs issue shares that trade stock exchange and are bought and sold like ordinary stocks.

Is a REIT a good investment?

REITs are total return investments. They typically provide high dividends plus the potential for moderate, long-term capital appreciation. Long-term total returns of REIT stocks tend to be similar to those of value stocks and more than the returns of lower risk bonds.

What is the tax classification of a REIT?

The majority of REIT dividends are taxed as ordinary income up to the maximum rate of 37% (returning to 39.6% in 2026), plus a separate 3.8% surtax on investment income.

How do REIT funds work?

Most REITs have a straightforward business model: The REIT leases space and collects rents on the properties, then distributes that income as dividends to shareholders. Mortgage REITs dont own real estate but finance real estate, instead. These REITs earn income from the interest on their investments.

How is a REIT different from a fund?

Whereas REITs pay dividends to investors, real estate funds aim to generate value through the appreciation of the securities they own. REITs are fundamentally a current-income strategy, as they are required to pay out at least 90% of taxable income each year as dividends to shareholders.

What is a REIT IRS?

A REIT is an entity that would be taxed as a corporation were it not for its special REIT status. To meet the definition of a REIT, the bulk of its assets and income must come from real estate. In addition, it must pay 90% of its taxable income to shareholders.

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