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When this happens, the mutual fund company will send you a Form 2439: Notice to Shareholders of Undistributed Long-Term Capital Gains. Report these capital gains even though you dont actually receive them. However, since the mutual fund paid tax on the gains, you can claim a credit for the taxes they pay.
What is the form 2439 for 2023?
IRS Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains, will be issued at the same time as the 2023 Form 1099-DIV reporting. Form 2439 will be sent by your brokerage firm, or bank if shares are owned in street name, or by the Company if you own shares directly.
What is Schedule 2439?
Each section of Form 2439 holds critical tax information for the shareholder. The form details the amount of undistributed long-term capital gains and the tax paid by the fund. Understanding each box is crucial for accurate tax reporting.
What is the form 2439 for IRA?
Form 2439 is an Internal Revenue Service (IRS) form that Regulated Investment Companies(RICs)mutuals funds and exchange-traded fundsand Real Estate Investment Trusts (REITs) are required to distribute to shareholders in order to report undistributed long-term capital gains.
How do I 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). Corporate shareholders report this amount in Part II of Form 8949.
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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.
How do I enter form 2439 in TurboTax?
Go to the Investment Income section in TurboTax and select Undistributed Capital Gains Enter the information from Box 1a, 1b, and 2 of your Form 2439 into the appropriate fields. TurboTax will automatically transfer this information to Schedule D when you complete your tax return.
What is a 2439 form used for?
Form 2439 is an IRS form that Regulated Investment Companies (RICs)mutuals funds and exchange-traded fundsand Real Estate Investment Trusts (REITs) are required to distribute to shareholders in order to report undistributed long-term capital gains.
Related links
Form 2438, undistributed capital gains tax return - IUCat
T 22.51:2438/. Form 2439, notice to shareholder of undistributed long-term capital gains. United States. Internal Revenue Service. T 22.51:2439/. Instructions
You are a U.S. owner of all or any portion of a foreign trust at any time during the tax year. Complete all applicable identifying information requested below
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