Instructions For Form 5227 - 2016 Page 19
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20Ordinary 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
Excluded
Accumulated NII
Excluded
Accumulated NII post 2012
post 2012
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. 2016
distributions...
7. Carryforward to
2017 (line 5 less
line 6)
. . . . . . .
-19-
Instructions for Form 5227
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