CISR™ 8937—Comprehensive Return of Capital (ROC) coverage
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CISR™ 8937

  • Your source for return of capital details 

    Accurate return of capital (ROC) information is essential for accurate tax reporting of dividends or distributions reported as dividends. As a result of the cost basis reporting law, issuers must provide ROC details on IRS Form 8937. Every year, issuers file thousands of IRS Forms 8937 comprising tens of thousands of reportable ROC events.

    CISR™  8937 is the centralized source of publicly available IRS Form 8937 issuer statements that provides streamlined coverage of the essential ROC details you need for accurate tax reporting.

    CISR™ 8937 … At A Glance  

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

    Learn more about the cost basis reporting law.