Form 5227 - Cap Gains Worksheet

Page 19 of 20

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9:24 - 21-Dec-2022

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Ordinary Income Distribution Worksheet

(KEEP FOR YOUR RECORDS)

Use this worksheet to determine the ordering of any ordinary income distributions.
All other ordinary income
Excluded

Qualified dividends

Accumulated NII
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. 2022
distributions...
7. Carryforward to
2023 (line 5 less
line 6) . . . . . . .

Instructions for Form 5227

-19-

Excluded

Accumulated NII post-2012