![]() This retention of capital gains is relatively rare. Internal Revenue Service (IRS) for use by RICs and REITs to inform shareholders of long-term capital gains that it has not distributed to its investors. Understanding Form 2439: Notice to Shareholder of Undistributed Long-Term Capital Gainsįorm 2439 is produced by the U.S. The net result of a capital gains allocation is essentially the same for the shareholder as a capital gains distribution. ![]() If a fund company decides to retain its capital gains, rather than distribute them to shareholders, it must pay taxes on behalf of shareholders and report these transactions on Form 2439. ![]()
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