A solution for the following challenges:

  • Helping you determine whether the IRS rules apply to a particular options contract
  • Computing each dividend equivalent amount by tax lot for contracts subject to withholding
  • Determining the date and amount on which withholding must occur for all dividend equivalent amounts determined for a particular tax lot
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Capital Changes 871M
Key product features:
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The combination ordering rule specified in the IRS regulations is applied automatically by the product
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Security master type reference data for exchange-traded options and certain similar contracts are integrated into the product and do not need to be provided by the broker
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Corporate actions are applied to contracts automatically

Capital Changes 871M Automated Compliance Tool