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This document reports an organizational action involving the acquisition of all assets and liabilities of the Allspring Small Cap Fund by Allspring Small Company Value Fund, affecting the tax basis of the shares for U.S. taxpayers.
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How to fill out form 8937
How to fill out form 8937
01
Obtain a copy of Form 8937 from the IRS website.
02
Fill in the name of the reporting entity in line 1.
03
Enter the address of the reporting entity in line 2.
04
Provide the taxpayer identification number (TIN) in line 3.
05
Indicate the type of entity in line 4.
06
Complete line 5 with the relevant information regarding the organization’s primary business activity.
07
In lines 6-9, fill out the details about the organizational actions, including applicable dates and types.
08
In part II, supply the data for shares resulting from the action, including quantity and price information.
09
Ensure that you sign and date the form before submission.
Who needs form 8937?
01
Corporations, partnerships, or other entities that have made organizational actions affecting shareholders.
02
Entities that must report changes in ownership or adjustments to stock basis to the IRS and to shareholders.
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What is form 8937?
Form 8937 is the ‘Report of Organizational Actions Affecting Basis of Securities’, used to report organizational actions which affect the basis of securities.
Who is required to file form 8937?
Entities such as corporations, partnerships, and organizations that undertake actions affecting the basis of their securities are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, provide details about the organizational action, including the type of action taken, the date of the action, and its impact on the investor's tax basis.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform investors about organizational actions that may impact their tax basis in the securities they hold.
What information must be reported on form 8937?
Form 8937 must report the type of organizational action, the date of the action, and how it affects the basis of the securities.
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