Exchange-Traded Fund
Report an exchange-traded fund (ETF) 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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iShares Dow Jones U.S. Industrial Sector Index Fund (IYJ)
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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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iShares Dow Jones U.S. Energy Sector Index Fund (IYE)
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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 an exchange-traded 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., list “iShares S&P 500 Index” rather than just “iShares”). 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.
Click Here for Frequently Asked Questions
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