Instructions For Form 5227 Page 14
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15Capital Gains Distribution Worksheet
(KEEP FOR YOUR RECORDS)
Use this worksheet to determine the ordering of any capital gains distributions
Short-term
Long-term
28% long-term
Section 1250
All other
Qualified 5-year
capital gain class
long-term capital
long-term capital
long-term capital
gain class
gain class
gain class
1. Prior years undistributed gain
or (loss) . . . . . . . . . . . . . . . . . .
2. Current year net gain or (loss)
3. Total combined gain or (loss)
by class . . . . . . . . . . . . . . . . . .
4. Adjustments for netting any
long-term capital (losses) on
line 3 . . . . . . . . . . . . . . . . . . . . .
5. Total . . . . . . . . . . . . . . . . . . . . .
6. Adjustments for netting any
short-term capital gain or
(loss) on line 3 (see netting
rules on page 12) . . . . . . . . . .
7. Total undistributed gains . . . . .
8. 2007 distributions . . . . . . . . . .
9. Carryforward to 2008 (line 7
less line 8) . . . . . . . . . . . . . . . .
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