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This document details the non-taxable return of capital distributions for Eaton Vance Risk-Managed Fund in 2020, including tax basis adjustments.
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How to fill out form 8937
How to fill out form 8937
01
Gather all the necessary information such as issuer name, stock symbol, CUSIP number, and other relevant details.
02
Complete sections A and B of form 8937 with accurate information.
03
Submit the completed form to the IRS per their instructions.
Who needs form 8937?
01
Issuers of specified securities, such as corporations or financial institutions, need to fill out form 8937 to report organizational actions that affect the basis of the specified securities.
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What is form 8937?
Form 8937, 'Report of Organizational Actions Affecting Basis of Securities', is used by corporations and other organizations to report organizational actions that affect the tax basis of their securities.
Who is required to file form 8937?
Form 8937 must be filed by any corporation or organization that takes an organizational action that affects the tax basis of securities, such as mergers, acquisitions, or stock splits.
How to fill out form 8937?
To fill out Form 8937, organizations must provide information about the specifics of the organizational action, including the type of action, the affected securities, the date of the action, and the financial impact on the securities.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform the IRS and shareholders about changes to the tax basis of securities due to organizational actions, ensuring accurate reporting for tax purposes.
What information must be reported on form 8937?
Form 8937 requires reporting details such as the type of organizational action, the date of the action, the nature of the securities affected, and any resulting adjustments to the tax basis.
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