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Publication 564 (Rev 2002 ) - Internal Revenue Service

Publication 564 (Rev 2002 ) - Internal Revenue Service-2025

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Publication 564 provides federal income tax information for individual shareholders of mutual funds, detailing how to report distributions, including ordinary dividends, capital gain distributions, and exempt-interest dividends. It explains the tax treatment of these distributions, how to keep track of basis for shares, and the reporting requirements on tax forms. The document also includes important changes for the 2002 tax year, reminders about capital gains rates, and guidance on investment expenses.

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Versions	Form popularity	Fillable & printable
2009	4 Satisfied (21 Votes)
2003	4.4 Satisfied (27 Votes)
2002	4.8 Satisfied (58 Votes)
2001	4.6 Satisfied (31 Votes)
1997	4 Satisfied (38 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do owners pay taxes on distributions?

Dividends come exclusively from your businesss profits and count as taxable income for you and other owners. General corporations, unlike S-Corps and LLCs, pay corporate tax on their profits. Distributions that are paid out after that are considered after-tax and are taxable to the owners that receive them.

What income does not pay capital gains tax?

For the 2025 tax year, individual filers wont pay any capital gains tax if their total taxable income is $48,350 or less. The rate jumps to 15 percent on capital gains, if their income is $48,351 to $533,400. Above that income level the rate climbs to 20 percent.

Are capital distributions tax free?

Amounts that affect government income- tested benefits typically include employment income, investment income and capital gains. However, ROC distributions are not considered taxable income, so your OAS benefits will not be affected by them.

Do I pay taxes on capital gain distributions?

These gains are taxed at the same rate as an investors ordinary income, which could be as high as 37%. Meanwhile, distributions on securities that have been held longer than one year are taxed more favorably as long-term capital gains.

Do you pay tax on capital distribution?

Distributions by funds and ETFs are considered to be short-term capital gains if the fund or ETF held the securities for less than one year. These gains are taxed at the same rate as an investors ordinary income, which could be as high as 37%.

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How much dividend is reportable to the IRS?

If you had over $1,500 of ordinary dividends or you received ordinary dividends in your name that actually belong to someone else, you must file Schedule B (Form 1040), Interest and Ordinary Dividends.

What does it mean when you get a letter from Department of Treasury Internal Revenue Service?

Most IRS letters and notices are about federal tax returns or tax accounts. Each notice deals with a specific issue and includes any steps the taxpayer needs to take. A notice may reference changes to a taxpayers account, taxes owed, a payment request or a specific issue on a tax return.

Where can I get an IRS publication?

Personal computer users may download forms and publications from the IRS Web site at .irs.gov/formspubs/index.html.

Publication 564 (Rev 2002 ) - Internal Revenue Service-2025

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