What Is Form 2439?

Form 2439

Form 2439 is a form used by the IRS to request an extension of time to file a return. This form is the Notice to Shareholder of Undistributed Long-term capital gains. And its goal is to ask the RICs (regulated investment companies) and REITs (real estate investment trusts) regulation for undistributed capital gains.

You must file this form with the return’s original due date, and it will extend the due date by six months. A fee is associated with filing this form, which can be paid online or by check.

If you need more time to file your return, you can request an extension by filing form 2439. You must file this form, including the return’s original due date, and it will extend the due date by six months. A fee is associated with filing this form, which can be paid online or by check.

When do you receive form 2439?

Form 2439 can be filed electronically or by mail. The IRS must receive the form by the original due date of the return to receive an extension.

What happened after you received form 2439?

Once you have filed form 2439, the IRS will grant you an extension to file your return. This extension is an additional six months to submit your return.

There are some situations where you’ll be entitled to have a refund, and the RIC or REIT might pay your tax after you receive 2439.

Also, through Form 1040X, you can file an amendment to confirm you’ve already filed your tax returns. And even though you’re keeping your investments in an IRA or Form 990-T, you can still file your tax returns.

Next Steps

How do you get better tax returns and increase your savings? First, calculate your potential return on investment with our CRT calculator. 

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