Morgan Stanley

Morgan Stanley Unit Investment Trusts: Tax Information


Please see below for a record of IRS Form 8937 – “Report of Organizational Actions Affecting Basis of Securities” – provided by the Trustee to the Morgan Stanley Unit Investment Trusts (the “Trusts”).  Tax laws are complex and subject to change.  Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates, and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice.  Individuals are encouraged to consult their tax and legal advisors regarding the below records and the related consequences of investments made in the Trusts. 

Report of Organizational Actions Affecting Basis of Securities

IRS Form 8937 - 2022

IRS Form 8937 - 2021

IRS Form 8937 - 2020

IRS Form 8937 - 2019

IRS Form 8937 - 2018

IRS Form 8937 - 2017

IRS Form 8937 - 2016

IRS Form 8937 - 2015

IRS Form 8937 - 2014

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