AmyC
Expert Alumni

Retirement tax questions

It is a short form. You can see it  Form 2439 (Rev. November 2021) - Internal Revenue Service. It is sent by Regulated Investment Companies (RICs)–mutual funds and exchange-traded funds -along with  Real Estate Investment Trusts (REITs). No, it does not sound like it makes sense on your return. Deletion should solve the problem. It isn't a commonly used form.

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