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This document reports the organizational actions affecting the basis of securities for the MainStay CBRE Global Infrastructure Fund, detailing non-taxable returns of capital distributions to shareholders and the impact on the basis of the shares for U.S. taxpayers.
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What is form 8937?
Form 8937 is a tax form used by organizations to report organizational actions that affect the basis of its securities.
Who is required to file form 8937?
Organizations that take actions affecting the basis of their securities, such as mergers, acquisitions, or stock splits, are required to file Form 8937.
How to fill out form 8937?
To fill out Form 8937, fill in details about the organization, describe the organizational action, report the date of the action, and provide any relevant financial information related to the action.
What is the purpose of form 8937?
The purpose of Form 8937 is to inform shareholders and the IRS about changes that might affect the tax basis of the securities they hold.
What information must be reported on form 8937?
Information reported on Form 8937 includes the type of organizational action, the date of the action, the related security identifiers, and how the action affects the basis of the security.
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