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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman BOMB No. 15450123See separate instructions. Reporting
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Primary and secondary ICI (Income Contribution Information) refers to the two levels of reporting required to disclose financial and investment information by certain taxpayers.
Individuals or entities that meet specific income thresholds or belong to categories defined by tax regulations are required to file the primary and secondary ICI.
To fill out the primary and secondary ICI, taxpayers must provide detailed financial information such as income, investments, and any other pertinent data as specified in the filing guidelines.
The purpose of primary and secondary ICI is to ensure accurate reporting of income and investments for tax purposes, enabling the tax authorities to assess tax liabilities appropriately.
Taxpayers must report personal and financial details including total income, types and amounts of investments, deductions, and other relevant financial activities.
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