Form 2438 - Undistributed Capital Gains Tax Return
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42438
Undistributed Capital Gains Tax Return
Form
OMB No. 1545-0144
(Rev. December 2013)
Attach a copy of this form to Form 1120-RIC or to Form 1120-REIT.
▶
Department of the Treasury
Information about Form 2438 is at
▶
Internal Revenue Service
For calendar year 20
or tax year beginning
, 20
, ending
, 20
Employer identification number
Name of fund or REIT
Please
Type
Number, street, and room or suite no. (If a P.O. box, see instructions.)
or
Print
City or town, state, and ZIP code
Part I
Short-Term Capital Gains and Losses—Assets Held One Year or Less
(e) Cost or other
(a) Description of property (Example, 100 shares
(b) Date acquired
(c) Date sold
(d) Sales price (see
(f) Gain or (loss)
basis (see
of Z Co.)
(mo., day, yr.)
(mo., day, yr.)
instructions)
((d) less (e))
instructions)
1
2
Short-term capital gain from installment sales from Form 6252, line 26 or 37 .
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2
3 (
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3
Unused capital loss carryover (attach computation) .
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4
4
Net short-term capital gain or (loss). Combine lines 1 through 3. (See instructions.)
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Part II
Long-Term Capital Gains and Losses—Assets Held More Than One Year
5
6
Gain from Form 4797, column (g), line 7 or 9
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6
7
7
Long-term capital gain from installment sales from Form 6252, line 26 or 37 .
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8
Net long-term capital gain. Combine lines 5 through 7 .
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8
Part III
Summary of Parts I and II
9 a Net capital gain. Enter excess of net long-term capital gain (line 8) over net short-term capital loss
(line 4) .
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9a
b Capital gain dividends
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9b
10
10
Undistributed capital gains. Subtract line 9b from line 9a .
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11
Amount of undistributed capital gains on line 10 designated under section 852(b)(3)(D) or
857(b)(3)(D)
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11
12
Amount of undistributed capital gains not designated under section 852(b)
(3)(D) or 857(b)(3)(D). Subtract line 11 from line 10. (See instructions.) .
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Capital gains tax. Multiply line 11 by 35% (.35) .
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13
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
Sign
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here
Signature of officer
Date
Title
Print/Type preparer’s name
Preparer's signature
Date
PTIN
Paid
Check
if
self-employed
Preparer
Use Only
Firm’s name
Firm's EIN
▶
▶
Firm's address
Phone no.
▶
2438
For Paperwork Reduction Act Notice, see instructions.
Form
(Rev. 12-2013)
Cat. No. 11856I
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