IRS Form 8937 - Report of Organizational Actions Affecting Basis of Securities

Issuers of corporate securities are required to complete Internal Revenue Service Form 8937 to report organizational actions, including tax-free reorganizations and nontaxable distributions that affect the basis of the securities involved in the organizational action.

 

Date Fund
11/30/2016 Form 8937 - (MFS Global Bond Fund)
11/30/2016 Form 8937 - (MFS Institutional Large Cap Value Fund)
10/31/2016 Form 8937 - (MFS Emerging Markets Debt Local Currency Fund)
08/05/2016 Form 8937 - (MFS Lifetime 2015 Fund-Reorganization)
08/05/2016 Form 8937 - (MFS Lifetime 2015 Fund-Return of Capital)
11/30/2015 Form 8937 - (MFS Global Bond Fund)
10/31/2015 Form 8937 - (MFS Emerging Markets Debt Local Currency Fund)
10/31/2015 Form 8937 - (MFS Strategic Income Fund)
11/30/2014 Form 8937 - (MFS Global Bond Fund)
10/31/2014 Form 8937 - (Emerging Markets Debt Local Currency Fund)
07/31/2014 Form 8937 - (Emerging Markets Debt Local Currency Fund)
06/20/2014 Form 8937 - (MFS Lifetime 2010 Fund)
05/31/2014 Form 8937 - (Global Bond Fund)
01/15/2014 Form 8937 - (Emerging Markets Debt Local Currency Fund)
01/15/2014 Form 8937 - (Global Bond Fund)
07/31/2013 Form 8937 - (Emerging Markets Debt Local Currency Fund)
05/31/2013 Form 8937 - (Global Bond Fund)
07/31/2012 Form 8937 - (Emerging Markets Debt Local Currency Fund)
06/30/2012 Form 8937 - (Global Multi-Asset Fund)
05/31/2012 Form 8937 - (Absolute Return Fund)
05/11/2012 Form 8937 - (Value Fund)
05/11/2012 Form 8937 - (Emerging Markets Debt Fund)
05/11/2012 Form 8937 - (International Growth Fund)
05/11/2012 Form 8937 - (International Value Fund)
05/11/2012 Form 8937 - (High Yield Opportunities Fund)
05/11/2012 Form 8937 - (Growth Fund)
05/11/2012 Form 8937 - (Research Fund)
05/11/2012 Form 8937 - (Equity Opportunities Fund)
05/11/2012 Form 8937 - (Research Bond Fund)
05/11/2012 Form 8937 - (Diversified Target Return Fund)
05/11/2012 Form 8937 - (Research International Fund)

 

Please contact us at the telephone number on the form if you have any questions.

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