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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011)Department of the Treasury Internal Revenue Service0MB No. 15452224See separate instructions. Part 1 Reporting
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How to fill out sunamerica value fundform 8937
How to fill out sunamerica value fundform 8937
01
Obtain the form 8937 for SunAmerica Value Fund.
02
Fill in the required taxpayer identification number.
03
Provide the total number of shares exchanged or redeemed.
04
Report the per-share mean and median values of the fund on the exchange date.
05
Include any other necessary information or disclosures as required by the form.
Who needs sunamerica value fundform 8937?
01
Investors or shareholders of SunAmerica Value Fund who have engaged in an exchange or redemption of shares may need to fill out form 8937 to report the transaction to the IRS.
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What is sunamerica value fundform 8937?
The SunAmerica Value Fund Form 8937 is used to report organizational actions that affect the basis of securities held by investors in the fund.
Who is required to file sunamerica value fundform 8937?
The fund managers or administrators are required to file the SunAmerica Value Fund Form 8937.
How to fill out sunamerica value fundform 8937?
The form should be filled out with details of the organizational action, the date of the action, and the impact on the basis of securities held by investors.
What is the purpose of sunamerica value fundform 8937?
The purpose of the form is to provide investors with information regarding changes in the basis of their securities as a result of organizational actions.
What information must be reported on sunamerica value fundform 8937?
The form must include details of the organizational action, the date of the action, and the impact on the basis of securities held by investors.
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