Instructions For Form 5227 - 2016 Page 18
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20Capital Gains Distribution Worksheet
(KEEP FOR YOUR RECORDS)
Use this worksheet to determine the ordering of any capital gains distributions.
Short-term
Long-term
Excluded
Accumulated
28% long-term capital
Section 1250 long-term
All other long-term capital gain
Net
gain class
capital gain class
classes
Investment
Income
(ANII) post
2012
ANII post
ANII post
Excluded
2012
Excluded
2012
Excluded ANII post 2012
Prior years
1.
undistributed
gain or
(loss)
. . . .
2. Current year
net gain or
(loss)
. . . .
3. Total
combined
gain or (loss)
by class
. .
4. Adjustments
for netting any
long-term
capital
(losses) on
line 3
. . . .
5. Total
. . . .
6. Adjustments
for netting any
short-term
capital gain or
(loss) on line 3
(see Netting
Rules ,
earlier)
. . .
7. Total
undistributed
gains
. . . .
8. 2016
distributions...
9. Carryforward
to 2017 (line 7
less line 8)...
-18-
Instructions for Form 5227
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