Mutual Fund
Report a mutual fund and income from the fund in Part 6.
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#
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Description
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EIF
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Value
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Income Type
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Income Amount
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1
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Janus Balanced Fund (JDBAX)
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Yes
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$15,001 - $50,000
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$201 - $1,000
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2
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ABC Healthcare Fund (ABCHX)
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Yes
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None (or less than $1,001)
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$201 - $1,000
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For You, Your Spouse, and Your Dependent Children
Part 6
Report a mutual fund if the value of the fund was more than $1,000 at the end of the reporting period or if more than $200 in income was received during the reporting period.
Description: Provide the exact name of the fund (e.g., write “Janus Balanced Fund”; do not write only “Janus” or “Balanced Fund”). Providing the ticker symbol is also helpful.
EIF: Select “Yes.”
Value: Report the value of the fund by selecting the appropriate category.
Income Type: Do not complete this field for EIFs.
Income Amount: Select the category that corresponds to the total amount of income received during the reporting period.
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