Form 2439-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the shareholder’s identifying number and the regulated investment company’s identifying number in the designated fields.
3. Type or print the shareholder’s name, address, and ZIP code, followed by the regulated investment company’s name and address.
4. On line 1, input the undistributed long-term capital gains for the year that need to be included in the shareholder's income.
5. On line 2, enter the tax amount paid by the RIC on the gains shown on line 1. Ensure accuracy as this affects tax credits or refunds.
6. Review all entries for correctness before saving your changes. Once completed, you can easily distribute copies B and C to shareholders as required.

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