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This document outlines the organizational actions affecting the basis of securities for Brookfield Global Listed Infrastructure Fund, detailing non-taxable return of capital distributions during 2020.
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How to fill out form 8937

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How to fill out form 8937

01
Obtain Form 8937 from the IRS website or your tax professional.
02
Fill in the name of the entity that is making the distribution in Box 1.
03
Provide the Employer Identification Number (EIN) in Box 2.
04
Enter the name of the security in Box 3.
05
Specify the relevant dates in Box 4 and Box 5.
06
Describe the adjustments in Box 6.
07
Complete Box 7 by entering the amount of the distributions.
08
Sign and date the form at the bottom.

Who needs form 8937?

01
Form 8937 is needed by corporations, partnerships, or any entities that need to report organizational actions that affect the tax basis of securities.
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Form 8937 is a tax form used to report organizational actions affecting the basis of securities.
Corporations, partnerships, or any other entities that undergo structural changes affecting the securities must file Form 8937.
Form 8937 can be filled out by providing detailed information about the organizational action, including dates, type of action, and its impact on the securities.
The purpose of Form 8937 is to inform shareholders and the IRS about changes to the basis of securities resulting from organizational actions.
Information such as the date of the action, type of action, and the impact on the security's basis must be reported on Form 8937.
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