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

Federated Absolute Return Fund - Action Date: October 31, 2013

Federated Enhanced Treasury Income Fund - Action Date: November 30, 2013

Huntington Funds - Action Date: May 16, 2014

Federated Intermediate Government Fund - Action Date: June 13, 2014

 

 

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