Return of Capital

/ˈrɪtɜrn ʌv ˈkæpɪtl/

Definitions

  1. (n.) The repayment or distribution of an investor's original invested funds, distinct from earnings or profits.
    The company issued a return of capital to its shareholders to reimburse part of their initial investment.
  2. (n.) A corporate distribution that reduces the basis of a shareholder’s stock rather than being taxed as dividend income.
    Because the payment was a return of capital, the shareholder’s cost basis was adjusted downward.

Forms

  • return of capital

Commentary

In drafting, clarify whether a return of capital is taxable or non-taxable to avoid shareholder confusion.

This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.

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