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This document reports the organizational actions affecting the tax basis of the Amplify High Income ETF related to non-taxable return of capital distributions made to shareholders. It includes details on issuer identification, action dates, CUSIP number, and the effects of the distributions on shareholders\' tax basis according to IRS regulations.
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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 out the identifying information in Part 1, including the name and address of the entity that made the payment.
03
In Part 2, provide the relevant information about the security involved, such as the CUSIP number.
04
Enter the issue date of the security in Part 3.
05
Complete Part 4 by detailing the ownership and percentage of ownership.
06
Fill out Part 5 with the details of the distribution that qualifies for reporting, including amounts and dates.
07
Sign and date Form 8937 in the designated area, certifying that the information provided is accurate.
08
Submit the completed form to the IRS and provide a copy to the recipients as needed.
Who needs form 8937?
01
Entities or businesses that have made tax reporting to their shareholders of a distribution that is not taxable, including corporations making stock dividends.
02
Tax-exempt organizations that have to report certain distributions.
03
Individuals or businesses involved in securities transactions that require informing the IRS about specific distributions.
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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 like corporations, partnerships, or other organizations that engage in actions affecting the basis of securities are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, taxpayers should provide details about the organizational action, including the type of action taken, affected securities, effective date, and any adjustments to basis along with required disclosures.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform taxpayers and the IRS about actions that affect the tax basis of securities, ensuring they have accurate information for reporting capital gains or losses.
What information must be reported on form 8937?
Information that must be reported on Form 8937 includes the name of the corporation, the type of organizational action, a description of the securities involved, effective dates, and calculations of adjustments to basis.
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