H.R.2089

Generating Retirement Ownership through Long-Term Holding

Introduced·3/11/25

Allows individuals to defer recognition of reinvested capital gains distributions from regulated investment companies.

This bill amends the Internal Revenue Code to allow individuals to defer recognition of reinvested capital gains distributions from regulated investment companies. Specifically, it introduces a new section that allows for the nonrecognition of gain on capital gain dividends automatically reinvested in additional shares of the company. The gain is recognized upon a subsequent sale or redemption of stock or upon the death of the individual. The amendments apply to taxable years ending after the date of enactment of this Act.

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  • Overview
  • Core Provisions
  • Implementation
  • Impact
  • Legal Framework
  • Critical Issues

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Where it stands

Current
Ways And Means Committee
Next
Committee decision

Sponsors

History

Mar 11, 2025

House

Introduced in House

Mar 11, 2025

House

Referred to the House Committee on Ways and Means.