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Fonn8937Report of Organizational Actions Affecting Basis of Securities×December 2011) Department of the Treasury Internal Revenue Service.0 MB No. 154522241J, See separate instructions. Reporting

How to fill out irsform8937-form

How to Fill Out IRS Form 8937:

1. Begin by downloading IRS Form 8937 from the official IRS website (www.irs.gov) or search for it using a search engine. Make sure you have the latest version of the form.
2. Fill in the top section of the form, which includes the name of the issuer, the category of the issuer, the CUSIP number, and the EIN or TIN of the issuer. Double-check the accuracy of this information.
3. Move on to Part I of the form, which requires you to provide details about the organizational actions. This section typically includes information such as the date of the action, a brief description, and the number of shares involved. If there are multiple actions, you can use additional sheets.
4. Complete Part II of the form, which is used to determine the fair market value (FMV) of the property distributed or exchanged. This may involve obtaining an appraisal or relying on other reliable sources for determining the FMV.
5. In Part III, you need to allocate the adjustment to the appropriate class of stock or series of an issuer. Provide the necessary details for each class or series.
6. Proceed to Part IV, where you should provide additional information or explanations related to the organizational actions or adjustments.
7. Complete Part V, which requires the issuer's authorized representative to sign and date the form. Make sure to review the form for accuracy and completeness before signing.
8. Finally, make a copy of the completed form for your records and submit the original to the appropriate IRS office address provided in the form instructions.

Who Needs IRS Form 8937:

1. Companies or issuers that have undergone organizational actions such as stock splits, spin-offs, mergers, or reorganizations may need to file IRS Form 8937. This form helps them report the required information to the IRS and the recipients of the organizational actions.
2. Shareholders or investors who received shares as a result of an organizational action may also need IRS Form 8937. This form provides them with necessary information to determine their tax liabilities or cost basis adjustments.
3. Additionally, brokers, custodians, or other intermediaries who are responsible for distributing shares to shareholders or investors will need to use IRS Form 8937 to report the necessary information to the IRS and their clients.

Remember to consult with a tax professional or refer to the official IRS instructions for IRS Form 8937 to ensure accurate completion and compliance with any specific requirements related to your situation.

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