Form 5227 - Cap Gains Worksheet

Capital Gains Distribution Worksheet (KEEP FOR YOUR RECORDS) Use this worksheet to determine the ordering of any capital gains distributions.
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. 2014 distributions... 9. Carryforward to 2015 (line 7 less line 8)...	Short-term		Long-term
	Excluded	Accumulated Net Investment Income (ANII)	28% long-term capital gain class		Section 1250 long-term capital gain class		All other long-term capital gain classes
			Excluded	ANII	Excluded	ANII	Excluded	ANII

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