Get the free 2013 Tax bFormb 8937 - American Century Investments

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I OMB No. 15452224 See separate instructions. Reporting

How to fill out 2013 tax bformb 8937

How to fill out 2013 tax Form 8937:

1. Gather all required information: Before filling out the Form 8937, make sure you have all the necessary information such as the company's name and employer identification number, the date of the initial transfer, details of the transaction, and any adjustments or corrections, if applicable.
2. Start with the basic information: Begin by entering your name, address, and taxpayer identification number in the appropriate boxes at the top of the form. Provide accurate and up-to-date information to avoid any discrepancies.
3. Complete Part 1: In Part 1 of the Form 8937, you will need to provide information about the issuer of the stock or securities involved in the transaction. This includes the name, address, and employer identification number of the issuer. Ensure all details are accurate and double-check for any errors.
4. Fill out Part 2: In this section, you will need to provide details about the aggregate number of shares or units involved in the transaction. Indicate the number of shares transferred, the CUSIP number (if applicable), the total adjusted basis, and the fair market value of the transferred securities.
5. Complete Part 3: In Part 3, you will need to determine the amount of gain or loss from the transaction. This includes calculating the adjusted basis of the stock or securities and any adjustments or corrections made. It is recommended to consult a tax professional or refer to the instructions provided with the form for accurate guidance.
6. Attach additional information if necessary: If there are any additional details or explanations related to the transaction, you can attach separate sheets to provide this information. Make sure to reference these attachments in the appropriate sections of the form.
7. Review and sign: After completing all sections of the Form 8937, review your entries to ensure accuracy and completeness. Any mistakes or omissions can result in delays or penalties. Once satisfied, sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.

Who needs 2013 tax Form 8937:

1. Investors involved in specified corporate actions: The Form 8937 is typically required for investors who have engaged in specified corporate actions such as stock splits, mergers, acquisitions, or spin-offs. It provides a report to the Internal Revenue Service (IRS) regarding the transaction and any potential tax implications.
2. Companies issuing stock or securities: The Form 8937 is also necessary for companies that have undergone specified corporate actions. It allows them to report the necessary information regarding the transaction to the IRS, ensuring compliance with tax regulations.
3. Tax professionals and advisors: Tax professionals and advisors may also need the Form 8937 to accurately prepare tax returns for their clients who have engaged in specified corporate actions. It is important for them to understand the requirements and guidelines of the form to ensure accurate reporting.

Note: It is essential to consult with a tax professional or refer to the IRS instructions for the Form 8937 for specific guidance related to your individual circumstances. The information provided here is for general informational purposes only and should not be considered as tax advice.

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What is tax form 8937?

Tax form 8937, also known as the Report of Organizational Actions Affecting Basis of Securities, is used to report organizational actions that affect the basis of securities.

Who is required to file tax form 8937?

Corporations are required to file tax form 8937 when they have completed an organizational action that affects the basis of securities held by their shareholders.

How to fill out tax form 8937?

Tax form 8937 must be filled out with information regarding the organizational action, including the description of the action, the date of the action, and the impact on the basis of securities.

What is the purpose of tax form 8937?

The purpose of tax form 8937 is to report organizational actions that affect the basis of securities so that shareholders can accurately determine the tax implications of these actions.

What information must be reported on tax form 8937?

The information that must be reported on tax form 8937 includes the name of the corporation, the description of the organizational action, the date of the action, and the impact on the basis of securities.