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INSTRUCTIONS FOR FILING REPORT OF ORGANIZATIONAL ACTIONS AFFECTING BASIS OF SECURITIES (FORM 8937)Name of taxpayer:HSBC Funds HSBC Emerging Markets Local Debt Funding with:Do not file with IRS For

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How to fill out form 8937

01

To fill out form 8937, follow these steps: 1. Gather all the necessary information and documents, such as the company's name, address, and taxpayer identification number. 2. Provide the details of the securities issue, including the date of issue, CUSIP number, and description of the securities. 3. Calculate and report the adjusted issue price and the adjusted bond yield using the applicable federal rates. 4. Determine and report any accruals of market discount or acquisition premium. 5. Calculate and report any adjustments to the bond premium or acquisition premium. 6. Provide the details of any significant facts or events that may affect the issue price. 7. Fill out the additional sections as required, such as sections for reporting qualified stated interest, OID, or foreign tax paid. 8. Review the form for accuracy and completeness before submitting it to the appropriate tax authority.

Who needs form 8937?

01

Form 8937 is required by any issuer of publicly offered original issue discount (OID) debt instruments or specified securities. It is also needed by any holder of specified securities in order to report noncash exchanges or significant modifications. Additionally, tax-exempt organizations that issue specified securities may also be required to file Form 8937.

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What is form 8937?

Form 8937 is used by corporations to report organizational actions that affect the basis of their securities.

Who is required to file form 8937?

Any corporation that undergoes an organizational action that affects the basis of their securities is required to file form 8937.

How to fill out form 8937?

Form 8937 must be completed with details of the organizational action, the impact on the basis of securities, and other relevant information.

What is the purpose of form 8937?

The purpose of form 8937 is to report to the IRS and shareholders about the organizational actions that may affect the basis of securities.

What information must be reported on form 8937?

Form 8937 requires information about the organizational action, description of securities affected, calculation of the basis adjustments, and other relevant details.

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