form 2439

[imjulier]

I just haven't seen a form 2439 before. It looks like the taxpayer claims amount in box 1a as long term capital gains and gets credit for the tax paid by the RIC or REIT (which was 35% of the LTCG). Result with so much taxes paid is additional refund to the taxpayer. Does IRS do matching on these? Am I missing anything?

Thanks,

Julie

[TAXBILLY]

Fill in the form and everything should flow correctly.

taxbilly