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...

I did not receive a 1099-B for the FDI merger.That's what confused me about whether or not it needed to be reported on my 2016 income tax return.This is the fir...

Form letter from UBS said, " ... FDI reorganized from a closed-end fund into the P share class of UBS Total Return Bond Fund (UTBPX).(FDI was under the UBS fami...