Important Tax Information for Kimco Shareholders
This document provides vital tax information for Kimco shareholders regarding undistributed long-term capital gains for 2023. It details the necessary steps to access Form 2439 and explains how it affects shareholders' tax credits. Ensure to follow the provided instructions to maximize your tax benefits as a Kimco shareholder.
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How do I fill this out?
To fill out this form, you should first review the information provided about the undistributed long-term capital gains. Next, ensure you have the necessary documents ready to determine your share of the gains and the tax paid. Lastly, include the completed IRS Form 2439 with your tax return for proper credit.
How to fill out the Important Tax Information for Kimco Shareholders?
1
Review the Form 2439 and its instructions.
2
Gather your tax documents relating to the gains.
3
Calculate your proportional share of the tax credit.
4
Complete the Form 2439 with accurate information.
5
Attach Form 2439 with your federal tax return.
Who needs the Important Tax Information for Kimco Shareholders?
1
Kimco shareholders who need information on their tax credits.
2
Tax advisors assisting clients in reporting capital gains.
3
Brokerage firms handling Kimco shares for end-users.
4
Tax-exempt entities assessing their shareholdings.
5
Individuals seeking clarity on long-term capital gains.
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What are the instructions for submitting this form?
To submit Form 2439, ensure it is completed correctly and attach it to your federal income tax return. You can send your submission via mail to the IRS or electronically depending on your brokerage's guidelines. Retain a copy for your records and verify submission deadlines with the IRS or your tax advisor.
What are the important dates for this form in 2024 and 2025?
Important dates for Form 2439 include January 23, 2024, when Kimco provides necessary documents to brokers. Shareholders will receive Form 2439 by December 2023 for the tax year ending 12/31/2023. Ensure to file your tax return with Form 2439 by April 15, 2024.
What is the purpose of this form?
The primary purpose of Form 2439 is to inform shareholders about undistributed long-term capital gains and the related tax implications. This form notifies shareholders of the gains retained by Kimco Realty Corporation and the corresponding federal tax credited to them. Correctly filling out this form allows shareholders to benefit financially by reducing their tax liabilities.
Tell me about this form and its components and fields line-by-line.
- 1. Address for KIMCO: Provides the physical location of Kimco Realty Corporation.
- 2. Tax ID Number: Identifies Kimco Realty Corporation for tax purposes.
- 3. Tax Year End Date: Indicates the end date for the tax year relevant to the gains.
- 4. Total Undistributed Long-Term Capital Gain: Reports the total per share gain that shareholders may be liable for.
- 5. Tax Paid by REIT: Details the tax amount paid by the REIT on behalf of shareholders.
What happens if I fail to submit this form?
Failure to submit Form 2439 may result in missed tax credits and potential tax liabilities for shareholders. Without this form, shareholders cannot accurately report their capital gains, which could lead to IRS inquiries. It is crucial to ensure timely submission to avoid complications.
- Missed Tax Credits: Shareholders will lose the opportunity to claim credits for taxes paid.
- Potential Tax Liabilities: Failure to report capital gains accurately could incur higher tax liabilities.
- IRS Inquiries: Not submitting required forms may trigger audits or inquiries from the IRS.
How do I know when to use this form?
- 1. Tax Reporting: Utilize this form for accurate capital gains reporting during tax season.
- 2. Credit Claiming: Claim your share of tax credits associated with undistributed gains.
- 3. Documentation for Advisors: Provide this document to tax professionals for accurate filing.
Frequently Asked Questions
What is Form 2439?
Form 2439 is used to report undistributed long-term capital gains to shareholders.
Who receives Form 2439?
Shareholders who hold Kimco shares will receive Form 2439 from their brokers or directly from the company.
How do I claim the tax credit?
Attach Form 2439 to your federal tax return to claim your tax credit.
Is my tax credit a reduction or refund?
The tax credit is a dollar-for-dollar reduction of your tax liability, which may lead to a refund.
What if I hold shares in a retirement account?
Tax-deferred accounts are generally not subject to federal tax, but you can claim a refund by filing Form 990-T.
Can I edit the PDF before submitting?
Yes, use PrintFriendly to make any necessary edits to the PDF before submission.
What if I don’t receive Form 2439?
Contact your brokerage or the DTCC for assistance in locating Form 2439.
How do I know my share of undistributed gains?
Your share will be detailed on the Form 2439 you receive.
Can I submit this form online?
Ensure to follow your brokerage’s instructions for submitting the form, as online submission practices may vary.
What is the deadline for Form 2439 submission?
The deadline aligns with your annual tax filing, generally April 15 of the following year.
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