Get the free form 8937 grant thornton

Tax Flash New federal tax developments from Grant Thornton s Washington National Tax Office 2012-03 Jan. 13 2012 IRS provides additional penalty relief for reporting organizational actions affecting basis The IRS on Jan. 13 provided further penalty relief but did not postpone the Jan. 17 deadline for the requirements under Form 8937 for reporting organization actions that affect stock basis. Under earlier transition relief Notice 2011-18 that was...

How to fill out form 8937 grant thornton

How to fill out Form 8937 Grant Thornton:

1. Gather the necessary information and materials. Make sure to have the issuer's name and address, the issuer's EIN (Employer Identification Number), the issuer's CUSIP number, the class of stock or series, the date of original issue, the date on which the stock or series ceased to be a covered security, and any other relevant information.
2. Open the Form 8937 Grant Thornton. Obtain the form from the Internal Revenue Service (IRS) website or any other reliable source.
3. Enter the requested information into the appropriate fields. Provide accurate and complete details for each section of the form. Double-check your entries to ensure accuracy.
4. Attach any necessary supporting documentation. Depending on the circumstances, you may need to include additional information or explanations to support the information provided on the form. Ensure that all attachments are labeled clearly.
5. Review the completed form. Carefully go through each section to verify that all information is accurate and up to date. Make any necessary corrections if errors are identified.
6. Sign and date the form. Provide your name and contact information in case the issuer or IRS needs to follow up with any questions or clarifications.

Who needs Form 8937 Grant Thornton?

1. Companies or issuers of stocks or securities who have undergone certain changes, such as mergers, acquisitions, or reorganizations that impact the tax treatment of their securities.
2. Shareholders or investors who need to report the tax information related to the acquisition or disposition of stocks or securities received from an issuer.
3. Tax professionals or accountants who are responsible for filling out and submitting the necessary tax forms on behalf of companies or shareholders.

It is important to consult with a tax advisor or professional to ensure compliance with all relevant tax laws and regulations when filling out Form 8937 Grant Thornton.

For pdfFiller’s FAQs

What is form 8937 grant thornton?

Form 8937 Grant Thornton is a tax form used to report information regarding organizational actions that affect the basis of specified securities, as required by the Internal Revenue Service (IRS).

Who is required to file form 8937 grant thornton?

Issuers of specified securities involved in organizational actions resulting in a change of basis, as well as brokers, custodians, and nominees, are required to file form 8937 Grant Thornton.

How to fill out form 8937 grant thornton?

Form 8937 Grant Thornton must be filled out by providing the required information such as the issuer's name and contact information, details about the organizational action, the affected securities, and the resulting change in basis. It is advisable to refer to the instructions provided by the IRS for specific guidance on filling out the form.

What is the purpose of form 8937 grant thornton?

The purpose of form 8937 Grant Thornton is to provide the IRS and taxpayers with information regarding organizational actions that affect the basis of specified securities. This information is necessary for accurate tax reporting and compliance.

What information must be reported on form 8937 grant thornton?

Form 8937 Grant Thornton requires the reporting of information such as the issuer's name, contact information, details about the organizational action (date, type, and description), the affected securities (CUSIP or other identification), and the resulting change in basis.

When is the deadline to file form 8937 grant thornton in 2023?

The deadline to file form 8937 Grant Thornton in 2023 is typically within 45 days after the organizational action that triggered the reporting requirement. However, it is important to consult the specific instructions provided by the IRS and any applicable regulations or extensions to determine the exact deadline.

What is the penalty for the late filing of form 8937 grant thornton?

The penalty for the late filing of form 8937 Grant Thornton may vary depending on the specific circumstances and applicable regulations. It is advisable to consult the IRS guidelines and regulations regarding penalties for late filing to determine the potential consequences.

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