IRS Reporting. Service Provider will prepare and distribute appropriate Internal Revenue Service (“IRS”) forms for shareholder income and capital gains (including the calculation of qualified income), sale of fund shares, distributions from retirement accounts and education savings accounts, fair market value reporting on IRAs, contributions, rollovers and conversions to IRAs and education savings accounts and required minimum distribution notifications and issue tax withholding reports to the IRS.
Appears in 6 contracts
Samples: Master Fund Services Agreement (360 Funds), Master Fund Services Agreement (360 Funds), Master Fund Services Agreement (Leader Funds Trust)
