IRS Form 8937—Organization Actions Affecting Cost Basis
Effective January 1, 2012, Federated Funds provides any required IRS Form 8937 with an additional data table. Find the fund name below to access a PDF of the IRS Form 8937 or select the link to the table presentation of the corporate action details.
Information for the corporate action will display on the website for the required 10 year period.
Please consult your tax preparer with any questions.
- Federated Total Return Government Bond Fund - Action Date: August 24, 2012
- Performance Funds - Action Date: September 21, 2012
- Federated Emerging Market Debt Fund - Action Date: November 9, 2012
- Federated Enhanced Treasury Income Fund - Action Date: November 30, 2012
- Federated Capital Appreciation Fund - Action Date: April 19, 2013
- Federated Clover Value Fund - Action Date: September 30, 2013