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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017)Department of the Treasury Internal Revenue Serviceman Reporting Issuers separate instructions.1 Issuer\'s name2
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Individuals or organizations involved in certain security transactions may need westwoodgroupcom 01 2018-form-8937-wmnixform 8937. This form is generally required by issuers or agents handling securities transactions that trigger specific events, such as organizational actions or tax-related matters. It is typically used by those who need to report specified information to the Internal Revenue Service (IRS) or fulfill certain regulatory obligations. It is recommended to consult with a tax advisor or legal professional to determine if the form applies to your specific situation.
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It is a form used by certain holders of a passive foreign investment company (PFIC) to report information required under section 1298(f) of the Internal Revenue Code.
Any person who is a U.S. shareholder of a PFIC and meets the reporting requirements.
The form must be completed with information such as the shareholder's identification, information about the PFIC, and details on the shareholder's interest in the PFIC.
The purpose is to provide the IRS with information about the PFIC and the shareholder's interest in it for tax reporting purposes.
Information such as shareholder's identification, details on the PFIC, and shareholder's interest in the PFIC.
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