Resources / Tax & Filing Documents
Form 8937
To facilitate tax basis reporting, the Internal Revenue Service has required certain securities activity to be reported on Form 8937. These activities include forward splits, reverse splits and return of capital distributions.
Forms are listed in reverse order of the date of the activity.
For more information, consult with a tax professional and/or your financial professional.
3/10/23
Short Nasdaq-100 (SOPIX) Investor
3/10/23
Short Nasdaq-100 (SOPSX) Service
3/10/23
UltraShort Nasdaq-100 (USPIX) Investor
3/10/23
UltraShort Nasdaq-100 (USPSX) Service
3/10/23
Short Small-Cap (SHPIX) Investor
3/10/23
Short Small-Cap (SHPSX) Service
3/10/23
UltraChina (UGPIX) Investor
3/10/23
UltraChina Service (UGPSX)
1/22/18
UltraNASDAQ-100 (UOPIX) - Investor
1/22/18
UltraNASDAQ-100 (UOPSX) - Service
1/22/18
UltraBull (ULPIX) - Investor
1/22/18
UltraBull (ULPSX) - Service
1/22/18
UltraMid-Cap (UMPIX) - Investor
1/22/18
UltraMid-Cap (UMPSX) - Service
1/22/18
UltraShort China (UHPIX) - Investor
1/22/18
UltraShort China (UHPSX) - Service
1/22/18
UltraShort Latin America (UFPIX) - Investor
1/22/18
UltraShort Latin America (UFPSX) - Service
1/22/18
UltraShort Japan (UKPIX) - Investor
1/22/18
UltraShort Japan (UKPSX) - Service
1/22/18
UltraShort Small-Cap (UCPIX) - Investor
1/22/18
UltraShort Small-Cap (UCPSX) - Service
12/2/16
Access Flex Bear High Yield (AFBIX) - Investor
12/2/16
Access Flex Bear High Yield (AFBSX) - Service
12/2/16
Bear (BRPIX) - Investor
12/2/16
Bear (BRPSX) - Service
12/2/16
UltraEmerging Markets (UUPIX) - Investor
12/2/16
UltraEmerging Markets (UUPSX) - Service
12/2/16
UltraShort Emerging Markets (UVPIX) - Investor
12/2/16
UltraShort Emerging Markets (UVPSX) - Service
12/2/16
UltraShort NASDAQ-100 (USPIX) - Investor
12/2/16
UltraShort NASDAQ-100 (USPSX) - Service
12/2/16
Rising Rates Opportunity (RRPIX) - Investor
12/2/16
Rising Rates Opportunity (RRPSX) - Service
12/2/16
Short Precious Metals (SPPIX) - Investor
12/2/16
Short Precious Metals (SPPSX) - Service
12/2/16
Short Oil and Gas (SNPIX) - Investor
12/2/16
Short Oil and Gas (SNPSX) - Service
12/2/16
UltraShort Dow 30 (UWPIX) - Investor
12/2/16
UltraShort Dow 30 (UWPSX) - Service
12/2/16
UltraShort Mid-Cap (UIPIX) - Investor
12/2/16
UltraShort Mid-Cap (UIPSX) - Service
12/2/16
UltraBear (URPIX) - Investor
12/2/16
UltraBear (URPSX) - Service
12/2/16
VP - Telecommunications
12/2/16
VP - Japan
12/2/16
VP - Bear
12/2/16
VP - Short Mid-Cap
12/2/16
VP - Rising Rates Opportunity
12/11/15
Nasdaq-100 ProFund (OTPIX) - Investor
12/11/15
Nasdaq-100 ProFund (OTPSX) - Service
12/11/15
Precious Metals Ultra Sector ProFund (PMPIX) - Investor
12/11/15
Precious Metals Ultra Sector ProFund (PMPSX) - Service
12/11/15
Ultra Latin America ProFund (UBPIX) - Investor
12/11/15
Ultra Latin America ProFund (UBPSX) - Service
2/21/14
Biotechnology UltraSector ProFund (BIPIX) - Investor
2/21/14
Biotechnology UltraSector ProFund (BIPSX) - Service
2/21/14
Short NASDAQ-100 ProFund (SOPIX) - Investor
2/21/14
Short NASDAQ-100 ProFund (SOPSX) - Service
2/21/14
Short Real Estate ProFund (SRPIX) - Investor
2/21/14
Short Real Estate ProFund (SRPSX) - Service
2/21/14
Short Small-Cap ProFund (SHPIX) - Investor
2/21/14
Short Small-Cap ProFund (SHPSX) - Service
2/21/14
UltraShort Japan ProFund (UKPIX) - Investor
2/21/14
UltraShort Japan ProFund (UKPSX) - Service
2/21/14
UltraShort China ProFund (UHPIX) - Investor
2/21/14
UltraShort China ProFund (UHPSX) - Service
2/21/14
UltraShort International ProFund (UXPIX) - Investor
2/21/14
UltraShort International ProFund (UXPSX) - Service
2/21/14
UltraShort NASDAQ-100 ProFund (USPIX) - Investor
2/21/14
UltraShort NASDAQ-100 ProFund (USPSX) - Service
2/21/14
UltraShort Small-Cap ProFund (UCPIX) - Investor
2/21/14
UltraShort Small-Cap ProFund (UCPSX) - Service