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HTS will distribute Form 2439 to retail accounts who are recipients of undistributed Long Term Capital Gains from RICs (Regulated Investment Companies) and REITs (Real Estate Investment Trusts):
HTS will file the Form 990-T with the IRS on behalf of IRA accounts who received an undistributed Long Term Capital Gain from a RIC (Regulated Investment Company) or a REIT (Real Estate Investment Trust). Once the IRS funds are received by HilltopSecurities, the firm will in turn credit the IRA account their portion of the refund (This credit is a non-reportable contribution event for the IRA account):