Form 5500 Schedule H

[pitkofsky]

Are long term and short term capital gains distributions treated as net investment gain and posted to 2b(10)(b) on Schedule H?

[Bird]

From mutual funds? 2b(2)© I think...

[My 2 cents]

Is there even a line 2b(10)(b) on the Schedule H? I am only seeing 2b(10) as a single line.

[david rigby]

Dividends are dividends. See post #2.

If LT and/or ST capital gain from mutual funds, it should be included in 2b(10).

If LT and/or ST capital gain from something other than mutual funds, it should be included on the appropriate line, such as 2b(4), or 2b(6), or 2b(7), etc.

In general, LT and/or ST capital gain is realized appreciation. It should not be included in the unrealized appreciation of 2b(5).