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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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The ab-unconstrained-bond-fund-form-8937 is a tax form used to report information related to certain bond funds that are unconstrained in their investment strategies.
Investment companies or fund managers that offer ab-unconstrained bond funds are required to file form 8937.
To fill out form 8937, report the details of the bond fund, including the identification of the fund, the types of distributions made, and any adjustments to the basis of the assets.
The purpose of form 8937 is to provide investors and the IRS with important information regarding the tax treatment of distributions from the bond fund.
The information that must be reported includes the name of the fund, tax year, amounts distributed to shareholders, and the character of those distributions.
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