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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 2439
for the current year.
IRS Form 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
What Is IRS Form 2439?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. As of today, no separate filing guidelines for the form are provided by the IRS.
FAQ
Q: What is Form 2439?
A: Form 2439 is a notice to a shareholder of undistributed long-term capital gains.
Q: Who receives Form 2439?
A: Form 2439 is received by shareholders who have received undistributed long-term capital gains from a regulated investment company (RIC) or real estate investment trust (REIT).
Q: What is the purpose of Form 2439?
A: The purpose of Form 2439 is to notify shareholders of their share of undistributed long-term capital gains and provide them with information to report the gains on their individual tax returns.
Q: Do I need to include Form 2439 with my tax return?
A: No, you do not need to include Form 2439 with your tax return. However, you should keep it for your records in case of an IRS audit.
Q: How do I report the undistributed long-term capital gains on my tax return?
A: You should report the undistributed long-term capital gains from Form 2439 on Schedule D of your individual tax return.
Form Details:
- A 8-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 2439 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
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