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This document is a report submitted to the IRS illustrating organizational actions affecting the basis of securities for shareholders of RiverNorth/Doubleline Strategic Opportunity Fund, Inc. It details distributions made to shareholders, including return of capital and taxable dividend amounts, along with relevant regulatory information.
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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 preparer.
02
Fill out Part I by providing your name, address, and other identifying information.
03
In Part II, describe the organizational action that triggered the need for this form.
04
Complete Part III with the information regarding the security affected by the organizational action.
05
In Part IV, report the relevant dates of the organizational action.
06
Ensure all figures and valuations are calculated correctly in Part V.
07
Sign and date the form to certify the information is accurate.
08
Submit Form 8937 to the IRS as required, and provide copies to affected shareholders.
Who needs form 8937?
01
Corporations that undergo an organizational action affecting the ownership of their securities.
02
Tax-exempt organizations making distributions that affect the basis of securities.
03
Entities that have made a change in the characteristics or tax status of their securities.
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What is form 8937?
Form 8937 is the 'Report of Organizational Actions Affecting Basis of Securities', which is used to report organizational actions that affect the basis of securities.
Who is required to file form 8937?
Entities such as corporations, partnerships, and trusts that undertake organizational actions affecting the basis of securities are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, you need to provide specific information about the organizational action, the applicable tax year, and how the action affects the basis of the securities. The form must be completed accurately and filed with the IRS.
What is the purpose of form 8937?
The purpose of Form 8937 is to provide information to the IRS and the taxpayers regarding changes in the basis of securities resulting from organizational actions.
What information must be reported on form 8937?
Form 8937 must report the type of organizational action, the dates of the action, and the effects on the basis of the securities involved, including the amount and the new basis.
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