Get the free Form 8937 (Rev. December 2011)

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. Begin by obtaining the form from the Internal Revenue Service (IRS) website or by requesting a copy from the IRS.
2. Start by entering your name and taxpayer identification number in the designated fields on the form.
3. Provide the relevant details of the organizational action or event that led to the need for form 8937, such as a merger, acquisition, or other corporate actions.
4. Carefully follow the instructions on the form to complete each section accurately.
5. Include the applicable dates and information regarding the securities involved in the transaction.
6. Calculate the adjustments required for any differences between the fair market value and the tax basis of the securities.
7. Attach any necessary supporting documentation or schedules that are required to substantiate the figures or calculations made on the form.
8. Sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.
9. Retain a copy of the completed form for your records, and submit the original form to the IRS as instructed.

Who needs form 8937 rev December:

1. Businesses or corporations involved in various corporate actions, such as mergers, acquisitions, or other organizational events, may need to fill out form 8937 rev December.
2. Investors or shareholders who receive stock or securities as a result of these corporate actions may also need to report the transaction using this form.
3. Form 8937 ensures that both corporations and individuals comply with IRS regulations by providing the necessary information about the organizational action and any adjustments made to the fair market value and tax basis of the securities.

Note: It is essential to consult with a tax professional or refer to the IRS guidelines specific to your situation to ensure accurate completion of form 8937 rev December.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev december is a tax form used for reporting specified corporate actions. It must be filed by corporations who have undergone certain transactions or events that may affect the basis of their stock.

Who is required to file form 8937 rev december?

Corporations that have undergone specified corporate actions which may impact the basis of their stock are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out by providing information such as the name and identification number of the corporation, description of the corporate action, date of the action, and the applicable provision of the Internal Revenue Code.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report specified corporate actions that may affect the basis of a corporation's stock. It provides information to the IRS and shareholders regarding these actions.

What information must be reported on form 8937 rev december?

Form 8937 rev december requires reporting of information such as the name and identification number of the corporation, description of the corporate action, date of the action, and the applicable provision of the Internal Revenue Code.

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