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1909004 Informal Interpretation
us-ftc-hsr-informal-interpretations-0b27b9b9e4fc181cded3ee3509c316531909004 Informal InterpretationGuidance
Date
Rule
Item 5
Response/Comments
Capital gains are not reported.
Question
[Redacted]
Capital gains are not reported.
Sam
From: [Redacted]
Sent: Wednesday, September 11, 2019 1:41:24 PM (UTC-05:00) Eastern Time (US & Canada)
To: [Redacted]
Subject: Item 5 Reporting of Capital Gains
HSRHelp,
Do investment funds/vehicles report capital gains as part of investment income (under 523910 Investment Income) as Item 5 revenue? I had a call with Mike Verne years ago in which he said that they should report interest and dividend income only, and not capital gains. I don’t see any informal opinions on this point, however.
1 Sheinberg, Samuel I. From: Sheinberg, Samuel I. Sent: Wednesday, September 11, 2019 2:06 PM To: Cc: Subject: RE: Item 5 Reporting of Capital Gains Capital gains are not reported. Sam From: Sent: Wednesday, September 11, 2019 1:41:24 PM (UTC-05:00) Eastern Time (US & Canada) To: Subject: Item 5 Reporting of Capital Gains HSRHelp, Do investment funds/vehicles report capital gains as part of investment income (under 523910 Investment Income) as Item 5 revenue? I had a call with Mike Verne years ago in which he said that they should report interest and dividend income only, and not capital gains. I don’t see any informal opinions on this point, however.
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