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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15452224separate instructions. Reporting

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What is mutual fund forms and?

Mutual fund forms are documents required to be filled out by individuals or entities who are investing in mutual funds.

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Anyone who is investing in mutual funds is required to file mutual fund forms.

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The purpose of mutual fund forms is to provide information about the investor's holdings, income, and tax obligations related to their mutual fund investments.

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The information that must be reported on mutual fund forms includes the investor's personal information, details of their investments, and any income earned from those investments.

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