Form 5227 - Cap Gains Worksheet

rward to 2010 (line 7
e 8) . . . . . . . . . . . . . . . .

istributions . . . . . . . . . .

28% long-term
capital gain class

Section 1250
long-term capital
gain class

All other
long-term capital
gain class

Qualified 5-year
long-term capital
gain class

Instructions for Form 5227

ndistributed gains . . . . .

ments for netting any
erm capital gain or
n line 3 (see netting
n page 11) . . . . . . . . . .

....................

ments for netting any
rm capital (losses) on
....................

ombined gain or (loss)
s ..................

t year net gain or (loss)

ears undistributed gain
s) . . . . . . . . . . . . . . . . . .

Short-term

Long-term

(KEEP FOR YOUR RECORDS)

rksheet to determine the ordering of any capital gains distributions

ains Distribution Worksheet

Page 13 of 14
11:27 - 4-NOV-2009

The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.