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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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What is tax information - investor?
Tax information for investors includes details on the income earned from investments, such as dividends, capital gains, and interest.
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Investors who have earned income from investments are required to file tax information.
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Investors can fill out tax information by gathering their investment income documents, such as 1099 forms, and reporting the income on their tax return.
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