Form 8937

For information regarding a specific organizational action, please view the IRS Form 8937 for the respective share class below.

 

IRS Form 8937 (Class A shares) – 2023

Report of organizational actions affecting basis of securities for Class A shares – calendar year 2023

 

IRS Form 8937 (Class D shares) – 2023

Report of organizational actions affecting basis of securities for Class D shares – calendar year 2023

 

IRS Form 8937 (Class I shares) – 2023

Report of organizational actions affecting basis of securities for Class I shares – calendar year 2023

 

IRS Form 8937 (Class M-I shares) – 2023

Report of organizational actions affecting basis of securities for Class M-I shares – calendar year 2023

 

IRS Form 8937 (Class N shares) – 2023

Report of organizational actions affecting basis of securities for Class N shares – calendar year 2023

 

IRS Form 8937 (Class T shares) – 2023

Report of organizational actions affecting basis of securities for Class T shares – calendar year 2023

 

IRS Form 8937 (Class T2 shares) – 2023

Report of organizational actions affecting basis of securities for Class T2 shares – calendar year 2023

 

IRS Form 8937 (Class Z shares) – 2023

Report of organizational actions affecting basis of securities for Class Z shares – calendar year 2023

 

IRS Form 8937 (Class A shares) – 2022

Report of organizational actions affecting basis of securities for Class A shares – calendar year 2022

 

IRS Form 8937 (Class D shares) – 2022

Report of organizational actions affecting basis of securities for Class D shares – calendar year 2022

 

IRS Form 8937 (Class I shares) – 2022

Report of organizational actions affecting basis of securities for Class I shares – calendar year 2022

 

IRS Form 8937 (Class M-I shares) – 2022

Report of organizational actions affecting basis of securities for Class M-I shares – calendar year 2022

 

IRS Form 8937 (Class N shares) – 2022

Report of organizational actions affecting basis of securities for Class N shares – calendar year 2022

 

IRS Form 8937 (Class T shares) – 2022

Report of organizational actions affecting basis of securities for Class T shares – calendar year 2022

 

IRS Form 8937 (Class T2 shares) – 2022

Report of organizational actions affecting basis of securities for Class T2 shares – calendar year 2022

 

IRS Form 8937 (Class Z shares) – 2022

Report of organizational actions affecting basis of securities for Class Z shares – calendar year 2022

 

IRS Form 8937 (Class A shares) – 2021

Report of organizational actions affecting basis of securities for Class A shares – calendar year 2021

 

IRS Form 8937 (Class D shares) – 2021

Report of organizational actions affecting basis of securities for Class D shares – calendar year 2021

 

IRS Form 8937 (Class I shares) – 2021

Report of organizational actions affecting basis of securities for Class I shares – calendar year 2021

 

IRS Form 8937 (Class M-I shares) – 2021

Report of organizational actions affecting basis of securities for Class M-I shares – calendar year 2021

 

IRS Form 8937 (Class N shares) – 2021

Report of organizational actions affecting basis of securities for Class N shares – calendar year 2021

 

IRS Form 8937 (Class T shares) – 2021

Report of organizational actions affecting basis of securities for Class T shares – calendar year 2021

 

IRS Form 8937 (Class T2 shares) – 2021

Report of organizational actions affecting basis of securities for Class T2 shares – calendar year 2021

 

IRS Form 8937 (Class A shares) – 2020

Report of organizational actions affecting basis of securities for Class A shares – calendar year 2020

 

IRS Form 8937 (Class D shares) – 2020

Report of organizational actions affecting basis of securities for Class D shares – calendar year 2020

 

IRS Form 8937 (Class I shares) – 2020

Report of organizational actions affecting basis of securities for Class I shares – calendar year 2020

 

IRS Form 8937 (Class N shares) – 2020

Report of organizational actions affecting basis of securities for Class N shares – calendar year 2020

 

IRS Form 8937 (Class T shares) – 2020

Report of organizational actions affecting basis of securities for Class T shares – calendar year 2020

 

IRS Form 8937 (Class T shares) - 2019

Report of organizational actions affecting basis of securities for Class T shares - Calendar year 2019

 

IRS Form 8937 (Class A shares) – 2019

Report of organizational actions affecting basis of securities for Class A shares – calendar year 2019

 

IRS Form 8937 (Class I shares) – 2019

Report of organizational actions affecting basis of securities for Class I shares – calendar year 2019

 

IRS Form 8937 (Class D shares) – 2019

Report of organizational actions affecting basis of securities for Class D shares – calendar year 2019

 

IRS Form 8937 (Class T shares) - 2018

Report of organizational actions affecting basis of securities for Class T shares - Calendar year 2018

 

IRS Form 8937 (Class A shares) – 2018

Report of organizational actions affecting basis of securities for Class A shares – calendar year 2018

 

IRS Form 8937 (Class I shares) – 2018

Report of organizational actions affecting basis of securities for Class I shares – calendar year 2018

 

IRS Form 8937 (Class T shares) - 2017

Report of organizational actions affecting basis of securities for Class T shares - Calendar year 2017

 

IRS Form 8937 (Class A shares) – 2017

Report of organizational actions affecting basis of securities for Class A shares – calendar year 2017

 

IRS Form 8937 (Class I shares) – 2017

Report of organizational actions affecting basis of securities for Class I shares – calendar year 2017

 

IRS Form 8937 (Class T shares) - 2016

Report of organizational actions affecting basis of securities for Class T shares - Calendar year 2016

 

IRS Form 8937 (Class A shares) - 2016

Report of organizational actions affecting basis of securities for Class A shares - Calendar year 2016

 

IRS Form 8937 (Class I shares) - 2016

Report of organizational actions affecting basis of securities for Class I shares - Calendar year 2016

 

IRS Form 8937 (Class A shares) - 2015

Report of organizational actions affecting basis of securities for Class A shares - Calendar year 2015

 

IRS Form 8937 (Class B shares) - 2015

Report of organizational actions affecting basis of securities for Class B shares - Calendar year 2015

 

IRS Form 8937 (Class A shares) - 2014

Report of organizational actions affecting basis of securities for Class A shares - Calendar year 2014

 

AMENDED IRS Form 8937 (Class A shares) - 2014

Amended report of organizational actions affecting basis of securities for Class A shares - Calendar year 2014

 

IRS Form 8937 (Class B shares) - 2014

Report of organizational actions affecting basis of securities for Class B shares - Calendar year 2014

 

AMENDED IRS Form 8937 (Class B shares) - 2014

Amended report of organizational actions affecting basis of securities for Class B shares - Calendar year 2014

 

IRS Form 8937 (Class A shares) - 2013

Report of organizational actions affecting basis of securities for Class A shares - Calendar year 2013

 

IRS Form 8937 (Class B shares) - 2013

Report of organizational actions affecting basis of securities for Class B shares - Calendar year 2013

 

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