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MicheleS
New Member

I just received a Form 2439 for each of five accounts. There is an amount in Box 1a and Box 2 on each of the forms. Do I need to do an amended return?

Box 1a is "Total undistributed long-term capital gains".
Box 2 is "Tax paid by the RIC or REIT on the box 1a gains".
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1 Reply

I just received a Form 2439 for each of five accounts. There is an amount in Box 1a and Box 2 on each of the forms. Do I need to do an amended return?

Yes, you need to amend your return. 

 

The amount in Box 1a of Form 2439 is the total undistributed long-term capital gain from your regulated investment company (RIC) or real estate investment trust (REIT).   It needs to be reported as a long-term capital gain on line 11, column (h) of Schedule D.

 

If you used TurboTax Online and need to amend your return, log in to your account and select Amend a return that was filed and accepted

 

If you used the CD/download product, sign back into your return and select Amend a filed return.

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