> Home > Investment Solutions > Unit Investment Trusts > Tax & Annual Report Center

UIT TAX & ANNUAL REPORT CENTER


Information contained in the UIT Tax and Annual Report Center section of the website was provided by the Trustee. To the full extent permissible by applicable law, Advisors Asset Management, Inc. and its affiliates make no representations and disclaim all express, implied and statutory warranties of any kind to the user or any third party including warranties as to accuracy, timeliness, completeness, merchantability or fitness for a particular purpose, with all information contained on this site provided "as is". These materials are provided with the understanding that they are for informational purposes only and do not constitute tax, accounting or legal advice. The recipients of this data must consult with their own tax, accounting or legal adviser with regard to their particular circumstances.

Advisors Asset Management, Inc. 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
To find documents, please specify the Tax Year and then click on the search button.

ADDITIONAL TAX INFORMATION

Tax Document Search
To find documents, please specify the Category, specify the Tax Year and then click on the Search button.

ANNUAL REPORTS

Annual Reports Search
To find the latest annual report document available enter the full CUSIP number and then click on the Search button.

* If an annual report is desired for a previous year please contact the UIT Annual Reports team at UITAnnualReports@aamlive.com for further information.


Copyright © 2018. Advisors Asset Management, Inc. (AAM). All rights reserved.
AAM is a SEC registered investment advisor and member FINRA / SIPC . Registrant MSRB. Registration does not imply a certain level of skill or training.

Unit Investment Trusts (UITs) are sold only by prospectus. Investors should read the prospectus carefully before investing which contains a detailed explanation of the investment objectives, risks, charges, and expenses.