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Form 8937- Report of Organizational Actions Affecting Basis of Securities

  2013 Form 8937
  2012 Form 8937
  2011 Form 8937

The Bank of New York Mellon, in its capacity as Trustee, has prepared the information contained in IRS Form 8937 above in accordance with its duties, obligations and standard of care as set forth in the Trust Agreement.

Resources

  FTP UIT Cost Basis Worksheet
  FTP UIT Stock Merger Basis Cap Gain Calculation - Perrigo Plc

First Trust does not provide tax advice. Every effort is made to ensure the accuracy and completeness of the data provided; however, we do not guarantee its accuracy or completeness and it should not be relied upon for tax, legal, or accounting purposes. Please consult with your tax, legal, or accounting advisor with regard to your particular circumstances.

 
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