F2439 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the name, address, and ZIP code of the Regulated Investment Company (RIC) or Real Estate Investment Trust (REIT) in the designated fields.
3. Fill in the identification number of the RIC or REIT. This is crucial for accurate reporting.
4. In Box 1a, input the total undistributed long-term capital gains. Ensure this amount corresponds with your records from Form 2438.
5. Complete Boxes 1b, 1c, and 1d if applicable, detailing unrecaptured section 1250 gain, section 1202 gain, and collectibles gain respectively.
6. Finally, enter the tax paid by the RIC or REIT on the gains listed in Box 2. Review all entries for accuracy before saving.

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