Get the free Form 8937 (Rev. December 2011) - Siemens

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

How to fill out form 8937 rev december

How to fill out form 8937 rev december:

1. Gather all required information: Before filling out form 8937 rev december, make sure you have all the necessary information at hand. This may include details regarding the issuer of the specified securities, the relevant changes in corporate structure or ownership, and any applicable valuation method.
2. Download the form: Locate the official form 8937 rev december from the Internal Revenue Service (IRS) website. Ensure that you have the most recent version of the form to accurately report your information.
3. Provide issuer details: Begin by entering the issuer's name, address, and employer identification number (EIN) in the designated sections of the form. Double-check these details to avoid any errors.
4. Describe the transaction: In this section, provide a clear and concise description of the transaction that triggered the need for form 8937. Explain the purpose of the form, whether it is to reflect a change in ownership, corporate restructuring, or any other relevant event.
5. Determine valuation method: Determine and indicate the valuation method used to ascertain the fair market value of the securities involved in the transaction. The IRS provides guidance on acceptable valuation methods, such as using quoted market prices, independent appraisals, or other reasonable methods.
6. Report information regarding the securities: Provide specific details about the securities being reported. This may include the security's name, class or series, CUSIP or other identification number, the number of outstanding securities pre-transaction, and any changes resulting from the transaction.
7. Attach required statements: If necessary, attach any supporting statements or documents as instructed by the form. These might include financial statements, corporate resolutions, or any other documents that provide additional context or explanation for the reported transaction.
8. Review and submit the form: Before submitting the form, carefully review all the provided information to ensure accuracy and completeness. Once satisfied that all information is correct, sign and date the form before mailing it to the designated IRS mailing address.

Who needs form 8937 rev december:

1. Issuers of specified securities: Entities that issue specified securities and undergo transactions that trigger the need for reporting changes in ownership or corporate structure may require form 8937 rev december. This form serves as a means for issuers to communicate these changes to the IRS and other relevant parties.
2. Investors and shareholders: Individuals or entities holding a significant interest or ownership stake in a company that undergoes relevant transactions may also need to be familiar with form 8937 rev december. This allows them to understand and evaluate the reported changes in relation to their investment or ownership.
3. Tax professionals: Tax professionals, such as accountants or consultants, who handle the tax compliance and reporting for issuers or investors may also require knowledge of form 8937 rev december. This enables them to accurately complete and file the necessary forms on behalf of their clients, ensuring compliance with applicable tax regulations.

For pdfFiller’s FAQs

What is form 8937 rev december?

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

Who is required to file form 8937 rev december?

Issuers of specified securities are required to file form 8937 rev december.

How to fill out form 8937 rev december?

To fill out form 8937 rev december, you need to provide information about the organizational action, including identification details, the type of action, and the impact on the basis of specified securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report the tax consequences of certain organizational actions, such as stock splits, mergers, or acquisitions.

What information must be reported on form 8937 rev december?

Form 8937 rev december requires reporting of information about the organizational action, including the date, type, and detailed description of the action, as well as the impact on the basis of specified securities for affected holders.

How can I edit form 8937 rev december from Google Drive?

pdfFiller and Google Docs can be used together to make your documents easier to work with and to make fillable forms right in your Google Drive. The integration will let you make, change, and sign documents, like form 8937 rev december, without leaving Google Drive. Add pdfFiller's features to Google Drive, and you'll be able to do more with your paperwork on any internet-connected device.

How do I make edits in form 8937 rev december without leaving Chrome?

Adding the pdfFiller Google Chrome Extension to your web browser will allow you to start editing form 8937 rev december and other documents right away when you search for them on a Google page. People who use Chrome can use the service to make changes to their files while they are on the Chrome browser. pdfFiller lets you make fillable documents and make changes to existing PDFs from any internet-connected device.

How can I fill out form 8937 rev december on an iOS device?

Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your form 8937 rev december by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.