Form 2439-2025

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The document is Form 2439, a notice to shareholders of regulated investment companies (RICs) and real estate investment trusts (REITs) regarding undistributed long-term capital gains for the tax year 2012. It includes instructions for both RICs/REITs and shareholders on reporting undistributed capital gains, including specific types of gains such as unrecaptured section 1250 gain, section 1202 gain, and collectibles gain. The form also outlines the tax implications and filing requirements for shareholders.

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How to enter form 2439 in Lacerte?

Entering Form 2439 in Lacerte Go to Screen 17.1 Dispositions (Schedule D, 4797, etc.). From the Dispositions Section select Form 2439. In the Undistributed Long-Term Capital Gains section enter the information from boxes 1a, 1b, 1c, 1d and 2. If the return is being e-filed complete the e-File Information section.

What is schedule 2439?

Form 2439 is used by Regulated Investment Companies(RICs) and Real Estate Investment Trusts (REITs) to report undistributed long-term capital gains.

What is a form 2439 for?

Use this form to provide shareholders of a regulated investment company (RIC) or a real estate investment trust (REIT) the amount of undistributed long-term capital gains.

Where do I report Form 2439 on 1040?

If you received a Form 2439 with an amount in Box 2 Tax paid by the RIC or REIT on box 1a gains, you would report the amount on Schedule 3 (Form 1040) Additional Credits and Payments, Line 12a.