Get the free Form 8937 - Thornburg Investment Management

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I ? See OMB No. 1545-2224 separate instructions. Reporting

How to fill out form 8937 - thornburg

How to Fill Out Form 8937 - Thornburg:

1. Gather the necessary information: Before starting to fill out Form 8937 - Thornburg, ensure that you have all the relevant information required. This includes the name of the issuer, CUSIP number, description of the underlying securities, adjustments made to the securities, and any other relevant details.
2. Identify the correct sections: Form 8937 is divided into several sections, which must be accurately filled out. These sections include the issuer information, securities description, adjustments, and other details. Pay close attention to each section to ensure accurate completion.
3. Complete the issuer information: In the first section of the form, provide the name, address, and taxpayer identification number (TIN) of the issuer. This information helps identify the organization responsible for issuing the securities.
4. Describe the securities: The next section requires you to describe the securities involved in the transaction. Include details such as the CUSIP number, class or series of securities, and any other relevant identification information.
5. Report any adjustments: If there were any adjustments made to the securities, such as stock splits, stock dividends, or other corporate actions, provide the necessary details in the adjustments section. This information helps ensure accurate reporting and compliance with tax regulations.
6. Attach supporting documents: Depending on the complexity of the transaction or issuer-specific requirements, you may need to attach supporting documents to Form 8937. Ensure that these documents are included and organized appropriately to support the information provided in the form.
7. Review and sign: Before submitting the form, carefully review all the information entered to check for any errors or omissions. Once you are satisfied with the accuracy of the form, sign and date it to certify its authenticity.

Who needs Form 8937 - Thornburg?

1. Issuers: Form 8937 - Thornburg is primarily required by issuers of securities who have made specific modifications to the securities. This form allows issuers to meet their reporting obligations and provide necessary information to shareholders or investors.
2. Investors and Shareholders: Individuals or entities who hold or acquire securities involved in the specified transactions may also require Form 8937. This form helps investors understand the tax implications and basis information related to their investments.
3. Tax Professionals: Accountants, tax advisors, and other professionals involved in providing tax-related services may also need Form 8937. It helps them accurately prepare tax returns and ensure compliance with the Internal Revenue Service (IRS) regulations.

It is important to consult a tax professional or refer to the IRS instructions specific to Form 8937 - Thornburg for comprehensive guidance on how to fill out the form and understand who needs to complete it in different scenarios.

For pdfFiller’s FAQs

What is form 8937 - thornburg?

Form 8937 - thornburg is a form used by corporations to report the issuance or reorganization of a debt instrument or asset-backed security with significant original issue discount.

Who is required to file form 8937 - thornburg?

Corporations that issue or reorganize debt instruments or asset-backed securities with significant original issue discount are required to file form 8937 - thornburg.

How to fill out form 8937 - thornburg?

To fill out form 8937 - thornburg, the corporation must provide information such as its name, address, taxpayer identification number, the description of the debt instrument or asset-backed security, and the relevant details regarding the issuance or reorganization.

What is the purpose of form 8937 - thornburg?

The purpose of form 8937 - thornburg is to report the issuance or reorganization of a debt instrument or asset-backed security with significant original issue discount, ensuring compliance with tax regulations.

What information must be reported on form 8937 - thornburg?

Form 8937 - thornburg requires the corporation to report its name, address, taxpayer identification number, the description of the debt instrument or asset-backed security, and the relevant details regarding the issuance or reorganization.

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