Get the free IRS Form 8937

IRC 6045B Disclosure United States Internal Revenue Service Circular 230 Disclosure: To ensure compliance with requirements imposed by the Internal Revenue Service, any U.S. tax advice contained in

How to fill out irs form 8937

How to fill out IRS Form 8937?

1. Begin by downloading the IRS Form 8937 from the official IRS website or obtain a copy from your tax professional.
2. Carefully read the instructions provided with the form to understand the requirements and necessary information.
3. Enter the name of the issuer on the designated line. This is typically the name of the corporation or entity that underwent organizational changes.
4. Fill in the issuer’s employer identification number (EIN) on the appropriate line. This is a unique identification number assigned by the IRS.
5. Indicate the address of the issuer, including the street, city, state, and ZIP code.
6. Provide the date of the organizational action that triggered the filing of Form 8937.
7. Enter a brief description of the organizational action and the resulting securities. Include relevant details such as the terms of the transaction, securities involved, and any stock splits or dividends.
8. Determine the total number of outstanding shares or units before and after the organizational action.
9. Calculate the adjustment factor by dividing the total number of shares after the organizational action by the total number of shares before it. Enter this factor on the designated line.
10. Complete the rest of the form by following the specific instructions for each section or line.
11. Double-check all the information provided and ensure that it is accurate and complete.

Who needs IRS Form 8937?

1. Any corporation or entity that undergoes an organizational action, such as a merger, stock split, acquisition, or spin-off that results in an adjustment to the basis of the securities involved, needs to file IRS Form 8937.
2. Issuers who must file Form 8937 include publicly traded corporations, private companies, limited liability companies (LLCs), partnerships, and other entities that have experienced an applicable organizational action.
3. These forms are typically filed by issuers to disclose the details of the organizational action to the IRS and to provide relevant information to shareholders or investors who may need it for tax reporting purposes.

For pdfFiller’s FAQs

What is irs form 8937?

IRS Form 8937 is used to report organizational actions that affect the basis of specified securities, such as stock splits, mergers, or acquisitions.

Who is required to file irs form 8937?

Issuers of specified securities, including corporations and other organizations, are required to file IRS Form 8937.

How to fill out irs form 8937?

To fill out IRS Form 8937, you need to provide information about the issuer, the securities involved, the organizational action, and other relevant details. The form can be filled out electronically or by mail.

What is the purpose of irs form 8937?

The purpose of IRS Form 8937 is to provide information to taxpayers and the IRS regarding the changes in the basis of specified securities due to organizational actions.

What information must be reported on irs form 8937?

IRS Form 8937 requires the reporting of information such as the issuer's name and TIN, description of the organizational action, date of the action, and information on the securities affected, among other details.

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