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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting

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How to fill out cost basisfund mergers return

01

Gather all necessary paperwork including statements from the original fund, statements from the acquiring fund, and any supporting documentation.

02

Identify the cost basis of your original investment in the fund being merged.

03

Determine any adjustments needed to the cost basis due to reinvested dividends, capital gains, or other factors.

04

Calculate the cost basis in the acquiring fund shares received through the merger.

05

Report the cost basis information on your tax return following IRS guidelines.

Who needs cost basisfund mergers return?

01

Investors who have participated in fund mergers and need to accurately report the cost basis of their investments for tax purposes.

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What is cost basisfund mergers return?

A cost basisfund mergers return is a report that shows the cost basis of investments involved in mergers or acquisitions.

Who is required to file cost basisfund mergers return?

Investors who have participated in fund mergers or acquisitions are required to file cost basisfund mergers return.

How to fill out cost basisfund mergers return?

To fill out a cost basisfund mergers return, investors need to gather information on the cost basis of their investments before and after the merger or acquisition.

What is the purpose of cost basisfund mergers return?

The purpose of cost basisfund mergers return is to calculate the capital gains or losses resulting from the merger or acquisition.

What information must be reported on cost basisfund mergers return?

Information such as the date of acquisition, cost basis of investments, and any adjustments made after the merger or acquisition must be reported on the cost basisfund mergers return.

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