"Form 2439"

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What is Form 2439 ?

Form 2439 used for provide shareholders of a regulated investment company (RIC) or a real estate investment trust (REIT) the amount of undistributed long-term capital gains. [{ "selector": ".sdnmu-a", "duration": "500ms", "fill": "forwards", "delay": "1500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }, { "selector": ".lnrdp-a", "duration": "500ms", "fill": "forwards", "delay": "750ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }, { "selector": ".xtdir-a", "duration": "500ms", "fill": "forwards", "delay": "1250ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "80%"} ] }]

How Does Form 2439 Works ?

Form 2439 is an IRS form that mutual funds must send to their shareholders to inform them of undistributed capital gains and taxes paid on those gains. [{ "selector": ".aiiet-a", "duration": "500ms", "fill": "forwards", "delay": "1500ms", "keyframes": [ {"offset": 0, "transform": "translateX(-386px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".rxibq-a", "duration": "500ms", "fill": "forwards", "delay": "500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }, { "selector": ".kagie-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "80%"} ] }]

Where is Form 2439 Reported ?

Individual filers report this amount on line 11 of the Unrecaptured Section 1250 Gain Worksheet in the Schedule D (Form 1040) instructions for 2021 or the applicable line of the worksheet in the instructions for the current year. [{ "selector": ".cxgop-a", "duration": "500ms", "fill": "forwards", "delay": "500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }, { "selector": ".xsbxk-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "80%"} ] }]

Where Does Form 2439 Go on Tax Return ?

Individual filers report this amount on line 11 of the Unrecaptured Section 1250 Gain Worksheet in the Schedule D (Form 1040) instructions for 2021 or the applicable line of the worksheet in the instructions for the current year. [{ "selector": ".qkgtm-a", "duration": "500ms", "fill": "forwards", "delay": "500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }, { "selector": ".ojzxe-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "80%"} ] }, { "selector": ".zxwsq-a", "duration": "500ms", "fill": "forwards", "delay": "1500ms", "keyframes": [ {"offset": 0, "transform": "translateX(-386px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }]

How to Report Form 2439 ?

The mutual fund paid tax on the gains, you can claim a credit for the taxes they pay. [{ "selector": ".wlmiq-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }, { "selector": ".uldxt-a", "duration": "500ms", "fill": "forwards", "delay": "2000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }, { "selector": ".exsqc-a", "duration": "500ms", "fill": "forwards", "delay": "2500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": "1"} ] }]