Get the free Form 8937 Report of Organizational Actions Affecting Basis of Securities Part 1 Repo...

Form 8937 Report of Organizational Actions Affecting Basis of Securities Part 1 Reporting Issuer 1. Issuers name: Provident Energy Trust 2. Issuers employer identification number: Not applicable 3.

How to fill out form 8937 report of

How to fill out form 8937 report of:

1. Gather all necessary information: Before filling out the form, make sure you have all the relevant information required. This includes the issuer's name, tax identification number, and contact details, as well as the details of the securities involved.
2. Identify the purpose of the report: Determine the reason for filing the form 8937. It could be related to corporate actions such as mergers, acquisitions, stock splits, or other events that trigger a change in the tax basis of securities.
3. Fill in the identifying information: Begin by providing your own name, address, and other personal details as the filer of the form.
4. Complete Part I: In this section, you need to provide information about the issuer of the securities, such as their name, address, and tax identification number. You also need to specify the class of securities being reported and their CUSIP number.
5. Provide details of corporate action: If the form is being filed due to a corporate action, you need to provide a detailed description of the action, including the date it occurred and the tax year in which the event took place.
6. Fill in Part II: This section requires the calculation and disclosure of the tax basis of the securities involved in the corporate action. It includes determining the fair market value and adjustments to the tax basis for any money received, stock received, or fractional shares.
7. Complete Part III: If the form is being filed by a broker or nominee, this section requires additional information about the beneficial owner of the securities. You will need to provide their name, address, and tax identification number.
8. Sign and date the form: Once you have reviewed all the information entered, sign and date the form to certify its accuracy. Keep a copy for your records and submit the form as required.

Who needs form 8937 report of:

1. Companies undergoing corporate actions: Any issuer of securities that undergoes significant corporate actions, such as mergers, acquisitions, or stock splits, may be required to file form 8937 to report the tax basis of the securities involved.
2. Brokers or nominees: If a broker or nominee holds securities on behalf of multiple beneficial owners, they may need to file form 8937 to report the tax basis of the securities for each individual owner.
3. Individual investors: Depending on the situation, individual investors may also need to file form 8937. For example, if they received stock or money as a result of a corporate action, they may need to report the tax basis of the securities received on their personal tax return.

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What is form 8937 report of?

Form 8937 is a report of organizational actions affecting basis of securities.

Who is required to file form 8937 report of?

The issuer of the applicable securities is required to file form 8937.

How to fill out form 8937 report of?

Form 8937 should be completed with accurate information regarding the organizational actions affecting basis of securities.

What is the purpose of form 8937 report of?

The purpose of form 8937 is to report organizational actions that affect the basis of securities.

What information must be reported on form 8937 report of?

Information regarding organizational actions and their impact on the basis of securities must be reported on form 8937.