Form 2439 is an IRS form that regulated investment companies (RICs)—mutual funds and exchange-traded funds—and real estate investment trusts (REITs) are required to circulate to shareholders to report unallocated long-term capital gains.
Form 706 is used by the executor of a deceased person to calculate inheritance tax owed under Chapter 11 of the Internal Revenue Code (IRC) and to calculate Generation Pass Transfer Tax (GSTT) under Chapter 13 of the IRC. .
IRS Form 8396: Interest Mortgage Loan is filed by homeowners to obtain a mortgage interest-bearing loan, but this can only be done by those who have received a Mortgage Loan Certificate from a local or state government agency.
Publication 525, Taxable and Non-Taxable Income, is a document published by the Internal Revenue Service (IRS) that details what types of income taxpayers should consider taxable or non-taxable when filing tax returns.