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This document reports the organizational actions affecting the basis of securities, specifically detailing non-taxable returns of capital from the WisdomTree Alternative Income Fund for the fiscal year ended August 31, 2023. It includes information on distributions, adjustments in basis, and related Internal Revenue Code sections.
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How to fill out form 8937
How to fill out form 8937
01
Obtain Form 8937 from the IRS website or your tax professional.
02
Enter the name, address, and EIN of the issuer in Part 1.
03
Fill out Part 2 by providing the CUSIP number and security detail.
04
In Part 3, report the information related to the organizational action, including dates and descriptions.
05
Complete Part 4 with information about the taxable event, including the number of shares and details on the stock split or reduction.
06
If applicable, complete Part 5 for reporting the fair market value per share.
07
Review the form for accuracy and completeness.
08
Submit the form to the IRS and provide copies to all required parties.
Who needs form 8937?
01
Form 8937 is needed by organizations that have undergone an organizational action that affects the tax basis of their securities.
02
It is also required of those who need to report the fair market value of securities in relation to stock splits, reorganizations, or other such events.
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What is form 8937?
Form 8937 is used to report organizational actions related to the open-end investment company, regulated investment company, or real estate investment trust. It helps in the reporting of tax-related information for shareholders.
Who is required to file form 8937?
Entities required to file Form 8937 include corporations, partnerships, or any other organization that has undergone an organizational action affecting shareholders' tax basis.
How to fill out form 8937?
To fill out Form 8937, you need to provide details about the organization, the type of organizational action, and specific information regarding the distribution or event, including dates and amounts.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform the IRS and shareholders about the tax implications of organizational actions, aiding in accurate tax reporting for shareholders.
What information must be reported on form 8937?
Form 8937 must report the description of the organizational action, the date the action occurred, the class of securities involved, any applicable tax treatment, and any other relevant financial details.
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