Apparently my confusion is because of my brokerage statement's usage of the term "merger" when both FDI and Nuveen transactions were "transfers" within the same family of funds. UBS customer service person told me that no 1099-B is required (I take that to mean "therefore, no income tax reporting required.") Form letter from UBS refers to the transaction as a "reorganization from a closed-end fund into ...an open-end mutual fund ... of the UBS funds. FDI is one of many closed-end funds in the UBS family of funds.
