Investors IRS Form 8937

IRS Form 8937

Issuers of corporate securities are required to complete Internal Revenue Service Form 8937 to report organizational actions, including nontaxable distributions that affect the basis of the securities involved in the organizational action. The tax information contained herein is provided for informational purposes only and should not be construed as legal or tax advice. Please consult your personal tax advisor for assistance as to how this information will impact your specific tax situation.

Form 8937 – March 2024 Distribution

Form 8937 – December 2022 Distribution

Form 8937 – February 2, 2021 Restructuring