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Fund Tax Center

First Trust Portfolios L.P.
120 E. Liberty Drive
Suite 400
Wheaton, Il 60187
630.765.8000
1.800.621.1675
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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.

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

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1099 Year-end Reporting
 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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