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8937 Report of Organizational Action I IS Affecting Basis of securities Form (December 2011) Department of the Treasury. L See separate instructions. Internal Revenue Service Reportinglssuer 2, 1
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How to fill out form 8937 2014

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How to Fill Out Form 8937 2014:

01
Start by downloading the official Form 8937 from the Internal Revenue Service (IRS) website. It is available in a fillable PDF format.
02
Provide the necessary identification details in the top section of the form, including the name of the issuer, the CUSIP number, and the date of the initial public offering (IPO).
03
Move on to Part I of the form, which requires you to provide the information about the organizational action. This includes details such as the date of the action, a description of the action, and the type of securities involved.
04
In Part II, you need to provide information about the reporting issuer. This includes the name of the issuer, its Employer Identification Number (EIN), and its contact information.
05
Proceed to Part III, where you will need to provide details about the fair market value of the securities involved in the organizational action. This includes the fair market value per share and the total fair market value.
06
Once you have completed all the required sections of the form, review your entries to ensure accuracy and completeness.
07
Sign and date the form in the appropriate section. If you are filling out the form on behalf of an entity, make sure to indicate your capacity.

Who Needs Form 8937 2014:

01
Publicly traded companies that have engaged in organizational actions such as mergers, acquisitions, spin-offs, or other significant corporate changes need to file Form 8937 with the IRS.
02
Shareholders or investors who have received securities as a result of an organizational action by a publicly traded company may also need to refer to Form 8937 for tax reporting purposes.
03
Tax professionals or individuals responsible for handling tax reporting for corporations or individuals involved in organizational actions should be familiar with Form 8937 and its requirements.
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