All IRS Form 8937 issuer statements in one place

The cost basis reporting law requires brokers to review all information provided in an applicable IRS Form 8937 when reporting the sale or transfer of a covered security. Every year issuers file thousands of Forms 8937. Yet finding and analyzing all relevant issuer statements can be time-consuming, tedious and error prone.

Capital Changes Corporate Actions Issuer Statement Reporting Service centralizes coverage of publicly available IRS Form 8937 issuer statements. As a workflow tool, it provides fielded corporate action, security and taxability details and links to the original Form 8937, which saves time and reduces resource burdens.

Complete source for Return of Capital (ROC)

The Internal Revenue Code requires issuers to report return of capital (ROC) details on IRS Form 8937. Because Capital Changes Corporate Actions Issuer Statement Reporting Service provides comprehensive coverage of these issuer statements, it also provides complete coverage of essential ROC tax reporting details.

Key Product Features:
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One source for all publicly available issuer statements
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Complete source for ROC tax reporting details
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Key tax and operational data fielded and exportable
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Links to the original issuer statement
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Links to the Capital Changes analysis