Get the free 48w RR2015 Form 8937 Worksheet for WEB - putnamcom

Putnam Investments ORGANIZATIONAL ACTIONS TAX YEAR 2015 Taxpayer's Name EIN / Organizational Action Putnam RetirementReady 2015 Fund EIN: 516560189 Return of Capital Distributions Quo tron Symbol

How to fill out 48w rr2015 form 8937

How to fill out 48w rr2015 form 8937:

1. Begin by carefully reading the instructions provided with the form. This will give you a clear understanding of what information needs to be provided and how to properly fill out the form.
2. The 48w rr2015 form 8937 is typically used by corporations that have undergone an organizational action, such as a merger, acquisition, or stock split, resulting in the need to report certain information to the Internal Revenue Service (IRS). If your corporation has recently gone through such an event, you may need to fill out this form.
3. Start by entering the required identification information at the top of the form, such as the corporation's name, address, and Employer Identification Number (EIN).
4. Proceed to Part I of the form. Here, you will need to provide details about the organizational action, including the date it occurred and a description of the event. You will also need to specify whether the action is considered a covered transaction, as defined by IRS regulations.
5. In Part II, you will need to calculate and report the aggregate amount of cash and the fair market value of property distributed resulting from the covered transaction. This information is important for the IRS to determine any tax implications.
6. Next, move on to Part III, where you will need to list the shareholders of the corporation who received the distribution as a result of the organizational action. Include their names, addresses, and the number of shares each individual received.
7. In Part IV, provide the total number of shares outstanding immediately before and after the organizational action. This information helps the IRS understand the impact of the event on the corporation's ownership structure.
8. Finally, review the form for accuracy and completeness before signing and dating it. Remember to keep a copy for your records.

Who needs 48w rr2015 form 8937:

1. Corporations that have undergone an organizational action, such as a merger or stock split, may need to complete the 48w rr2015 form 8937.
2. This form is required by the IRS for corporations to report certain information about these organizational actions, including the distribution of cash or property, to ensure proper tax assessment.
3. If your corporation has recently undergone such an event, it is advisable to consult with a tax professional or refer to IRS guidelines to determine if you are required to fill out the 48w rr2015 form 8937. Compliance with IRS regulations is crucial to maintain accurate tax reporting.

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What is 48w rr2015 form 8937?

48w rr2015 form 8937 is a form used by corporations to report information about certain corporate actions to the IRS. These actions may result in an adjustment to the basis of the stock held by shareholders.

Who is required to file 48w rr2015 form 8937?

Corporations that have undergone certain corporate actions, such as stock splits or mergers, are required to file 48w rr2015 form 8937.

How to fill out 48w rr2015 form 8937?

To fill out 48w rr2015 form 8937, corporations must provide information about the corporate action, including the date of the action, the number of outstanding shares before and after the action, and the fair market value of the shares.

What is the purpose of 48w rr2015 form 8937?

The purpose of 48w rr2015 form 8937 is to report information to the IRS so that shareholders can properly adjust the basis of their stock holdings.

What information must be reported on 48w rr2015 form 8937?

Corporations must report information about the corporate action, including the date of the action, the number of outstanding shares before and after the action, and the fair market value of the shares.