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.

2023
Short Nasdaq-100 (SOPSX) - Service
2023
Short Nasdaq-100 (SOPIX) - Investor
2023
Short Small-Cap (SHPSX) - Service
2018
UltraShort Japan (UKPSX) - Service
2018
UltraShort Small-Cap (UCPIX) - Investor
2018
UltraShort Small-Cap (UCPSX) - Service
2018
UltraShort China (UHPIX) - Investor
2018
UltraShort China (UHPSX) - Service
2018
UltraBull (ULPSX) - Service
2018
UltraShort Japan (UKPIX) - Investor
2018
UltraBull (ULPIX) - Investor
2018
UltraNASDAQ-100 (UOPSX) - Service
2018
UltraShort Latin America (UFPIX) - Investor
2018
UltraNASDAQ-100 (UOPIX) - Investor
2018
UltraShort Latin America (UFPXS) - Service
2018
UltraMid-Cap (UMPIX) - Investor
2018
UltraMid-Cap (UMPSX) - Service
2017
VP - UltraShort Nasdaq-100
2017
VP - Short Emerging Markets
2016
UltraShort NASDAQ-100 (USPIX) - Investor
2016
Bear (BRPIX) - Investor
2016
Access Flex Bear High Yield (AFBIX) - Investor
2016
Short Precious Metals (SPPSX) - Service
2016
Short Oil and Gas (SNPSX) - Service
2016
UltraEmerging Markets (UUPSX) - Service
2016
UltraBear (URPSX) - Service
2016
Short Previous Metals (SPPIX) - Investor
2016
Short Oil and Gas (SNPIX) - Investor
2016
VP - Japan
2016
UltraShort Emerging Markets (UVPSX) - Service
2016
UltraShort Emerging Markets (UVPIX) - Investor
2016
UltraShort Mid-Cap (UIPSX) - Service
2016
VP - Telecommunications
2016
VP - Bear
2016
UltraShort Dow 30 (UWPSX) - Service
2016
VP - Short Mid-Cap
2016
Rising Rates Opportunity (RRPIX) - Investor
2016
Rising Rates Opportunity (RRPSX) - Service
2016
Bear (BRPSX) - Service
2016
UltraEmerging Markets (UUPIX) - Investor
2016
VP - Rising Rates Opportunity
2016
UltraBear (URPIX) - Investor
2016
UltraShort Mid-Cap (UIPIX) - Investor
2016
UltraShort NASDAQ-100 (USPSX) - Service
2016
UltraShort Dow 30 (UWPIX) - Investor
2015
Nasdaq-100 ProFund (OTPSX) - Service
2015
Ultra Latin America ProFund (UBPIX) - Investor
2015
Nasdaq-100 ProFund (OTPIX) - Investor
2015
Precious Metals Ultra Sector ProFund (PMPSX) - Service
2015
Precious Metals Ultra Sector ProFund (PMPIX) - Investor
2015
Ultra Latin America ProFund (UBPSX) - Service
2014
Short Real Estate ProFund (SRPIX) - Investor
2014
Short NASDAQ-100 ProFund (SOPIX) - Investor
2014
Biotechnology UltraSector ProFund (BIPIX) - Investor
2014
UltraShort Small-Cap ProFund (UCPSX) - Service
2014
UltraShort Japan ProFund (UKPSX) - Service
2014
UltraShort Small-Cap ProFund (UCPIX) - Investor
2014
UltraShort NASDAQ-100 ProFund (USPSX) - Service
2014
UltraShort International ProFund (UXPIX) - Investor
2014
Short Real Estate ProFund (SRPSX) - Service
2014
Short Small-Cap ProFund (SHPIX) - Investor
2014
Short Small-Cap ProFund (SHPSX) - Service
2014
UltraShort China ProFund (UHPSX) - Service
2014
Short NASDAQ-100 ProFund (SOPSX) - Service
2014
Biotechnology UltraSector ProFund (BIPSX) - Service
2014
UltraShort NASDAQ-100 ProFund (USPSX) - Service
2014
UltraShort NASDAQ-100 ProFund (USPIX) - Investor
2014
UltraShort China ProFund (UHPIX) - Investor
2014
UltraShort Japan ProFund (UKPIX) - Investor
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