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8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I am See OMB No. 1545-2224 separate instructions.

How to fill out form 8937 rev december

How to fill out Form 8937 rev December:

1. Begin by downloading a copy of Form 8937 rev December from the official website of the Internal Revenue Service (IRS).
2. Review the instructions provided with the form to familiarize yourself with the requirements and guidelines for completing it.
3. Fill in the identification information section of the form, including the name of the issuer, issuer's employer identification number (EIN), and the tax year for which the form is being filed.
4. Identify the class of securities or other interests being reported on the form.
5. Provide details on the organizational actions or events that occurred, such as mergers, acquisitions, or stock splits. Include the date of the event, the number of securities issued or exchanged, and any relevant adjustments.
6. Determine the fair market value of the securities or other interests involved in the event. This may require obtaining independent appraisals or using other acceptable valuation methods.
7. Calculate and report any gain or loss on the event, including any adjustments or basis allocation required.
8. Complete the remaining sections of the form, including any supplemental attachments or explanations that may be necessary.
9. Review the entire form to ensure accuracy and completeness before submitting it to the IRS.
10. Keep a copy of the filled-out form and any supporting documentation for your records.

Who needs Form 8937 rev December:

1. Companies or entities involved in certain organizational actions, such as mergers, acquisitions, or stock splits, that meet specific criteria set by the IRS.
2. Issuers of securities who need to report these organizational actions to the IRS and their stakeholders for tax purposes.
3. Investors or stakeholders who may require Form 8937 rev December as supporting documentation for their tax filings or reporting requirements related to the organizational actions in question.

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What is form 8937 rev december?

Form 8937 rev december is used by corporations to report organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

Any corporation that is involved in an organizational action that affects the basis of securities.

How to fill out form 8937 rev december?

Form 8937 rev december should be filled out with accurate information regarding the organizational action and its impact on the basis of securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report any organizational actions that affect the basis of securities for tax purposes.

What information must be reported on form 8937 rev december?

Form 8937 rev december requires information such as the name of the corporation, description of the organizational action, and the impact on the basis of securities.