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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See separate instructions. Reporting Issuer1 Issuer\'s
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Lifepath fund is a type of investment fund that is designed to help individuals achieve their financial goals over a specific time frame through a predefined asset allocation strategy.
Individuals who have invested in a lifepath fund are required to report it on their tax returns.
To fill out a lifepath fund, individuals need to report the value of their investments, any income earned from the fund, and any transactions involving the fund.
The purpose of lifepath fund is to provide individuals with a diversified investment option that automatically adjusts the asset allocation based on the investor's age and retirement goals.
Information such as the value of the fund, any income earned, and any transactions made within the fund must be reported on the lifepath fund.
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