Get the free Form 8937 - May 2013.pdf - pacificethanol

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I See separate instructions. Reporting Issuer 1 Issuer's

How to fill out form 8937 - may

How to fill out form 8937 - May?

1. Start by downloading the form: Form 8937 - May can be downloaded from the official website of the Internal Revenue Service (IRS). Visit the IRS website and search for Form 8937 - May. Download the form in a PDF format to your computer.
2. Obtain the necessary information: To properly fill out form 8937 - May, you will need specific information about the securities or other property involved in the transaction. Gather all the relevant details such as the date of acquisition, description of property, number of shares or units, and any adjustments or basis calculations.
3. Identify the issuer: In the form, you will need to provide the name, address, and employer identification number (EIN) of the issuer of the securities or property. This information is crucial for proper identification and reporting.
4. Determine the transaction information: Fill out the form with information related to the transaction involving the securities or property in question. This may include details such as the date of the transaction, the type of transaction (e.g., exchange, redemption, conversion), and any relevant codes or descriptions required by the IRS.
5. Calculate the adjusted basis: If necessary, calculate the adjusted basis of the securities or property involved in the transaction. This calculation may involve adjustments for events like stock splits, dividends, or any other changes that impact the basis of the property.
6. Provide additional information, if applicable: In certain cases, the form may require additional information depending on the nature of the transaction. Be sure to read the instructions provided with the form carefully and include any required attachments or schedules.
7. Review and double-check: Before submitting the completed form, review all the information provided to ensure accuracy and completeness. Double-check for any errors or omissions that could potentially lead to complications or delays in processing or reporting.

Who needs form 8937 - May?

1. Corporations: Corporations that have undergone specific transactions involving securities or property may be required to file form 8937 - May. These transactions may include stock splits, mergers, acquisitions, or other similar events.
2. Securities issuers: If you are an issuer of securities and have made certain adjustments or changes to the structure or terms of these securities, you may need to file form 8937 - May to report these modifications to the IRS.
3. Qualified intermediaries: In some cases, qualified intermediaries involved in certain transactions may be responsible for filing form 8937 - May. This applies if the qualified intermediary is acting on behalf of the issuer or is responsible for reporting adjustments or changes related to the securities or property involved.

It is advisable to consult with a tax professional or refer to the IRS guidelines specific to your situation to determine whether you need to fill out form 8937 - May and to ensure compliance with all relevant regulations and requirements.

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What is form 8937 - may?

Form 8937-May is used to report organizational actions that affect the tax basis of securities held by shareholders and that may affect the amount of gain or loss recognized by shareholders on the disposition of their securities.

Who is required to file form 8937 - may?

Corporations that have undertaken an organizational action affecting the tax basis of its stock, such as a merger or acquisition, are required to file form 8937-May.

How to fill out form 8937 - may?

Form 8937-May must be completed by providing details of the organizational action, including the date of the action, the description of the action, and the relevant tax basis adjustments.

What is the purpose of form 8937 - may?

The purpose of form 8937-May is to provide information to shareholders regarding the tax implications of organizational actions taken by the corporation.

What information must be reported on form 8937 - may?

Form 8937-May requires information on the organizational action, the date of the action, the description of the action, and the tax basis adjustments made as a result of the action.