Instructions For Form 5227 Page 12
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12Ordinary Income Distribution Worksheet
(KEEP FOR YOUR RECORDS)
Use this worksheet to determine the ordering of any ordinary income distributions
All other ordinary income
Qualified dividends
1. Prior years undistributed ordinary income or
(loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.
Current year ordinary income or (loss) . . . . .
3.
Total combined ordinary income or (loss) by
class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.
Adjustments for netting any ordinary (losses)
on line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.
Total undistributed ordinary income . . . . . . .
6.
2005 distributions . . . . . . . . . . . . . . . . . . . . . .
7.
Carryforward to 2006 (line 5 less line 6) . . . .
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