Form 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains is a form received after the end of the year like any other form (i.e. W-2, 1099-INT, etc.). If you received a Form 2439 with an amount in Box 2 Tax paid by the RIC or REIT on box 1a gains, you would report the amount on Schedule 3 (Form 1040) Additional Credits and Payments, Line 12a.

To enter the information in the TaxAct^® program:

1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
2. Click Investment Income in the Federal Quick Q&A Topics menu to expand, then click Undistributed Long-Term Capital Gains (Form 2439).
3. Click + Add Form 2439 to create a new copy of the form or click Edit to review a form already created.
4. Continue with the interview process to enter all of the appropriate information.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.