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How to use or fill out form 2439 with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the shareholder’s identifying number and the regulated investment company’s identifying number in the designated fields.
- Type or print the shareholder’s name, address, and ZIP code, followed by the regulated investment company’s name and address.
- On line 1, input the undistributed long-term capital gains for the year that need to be included in the shareholder's income.
- 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.
- 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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