Get the free Form 8937 (Rev. December 2011) - OppenheimerFunds

OPPENHEIMERFUNDS SERVICES. 1.800.225.5677 ... COMMON STOCK REGULATED INVESTMENT COMPANY.

How to fill out form 8937 rev december

How to fill out Form 8937 rev December:

1. Start by obtaining a blank copy of Form 8937 rev December. This can be done by downloading the form from the IRS website or requesting a copy from the IRS directly.
2. Gather all necessary information required to complete the form. This includes details about the issuer, the security being described, and any relevant events or transactions.
3. Begin filling out Part I of the form, which is the Basic Information section. Provide the issuer's name, CUSIP number, and the date of the initial public offering or other relevant event.
4. Move on to Part II, where you will provide a brief description of the issuer's background and business activities. Outline the nature of the issuer's operations or activities and any material changes that have occurred.
5. Fill out Part III, which involves providing a detailed description of the security being reported. Include information such as the type of security (stock, bond, etc.), the total number of units outstanding, and any applicable interest rates or dividend information.
6. Proceed to Part IV, where you will report any events or transactions that have occurred during the relevant tax year. This could include stock splits, mergers, or other corporate reorganizations.
7. Complete Part V, which is reserved for attaching additional pages if necessary. If any schedules or attachments are required to fully describe the event or security, they can be included here.
8. Review the completed form for accuracy and ensure all required fields are filled in. Make any necessary corrections or additions before submitting the form.

Who needs Form 8937 rev December?

1. Issuers of securities that have undergone certain organizational actions or events need to file Form 8937 rev December. This includes entities such as corporations, partnerships, and other organizations that have issued stock, bonds, or other securities.
2. Investors or individuals who have received or purchased securities as a result of specific corporate events or transactions may also need Form 8937. This form serves as a disclosure document, providing information about the securities and the events that have occurred.
3. The IRS requires the filing of Form 8937 to ensure accurate reporting and compliance with tax laws. It allows for transparency and disclosure of material events or organizational actions that may affect the tax treatment of securities.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev december is a form used for reporting information about a corporate organizational action that affects the basis of securities.

Who is required to file form 8937 rev december?

Any corporation or other entity that undergoes an organizational action that affects the basis of securities is required to file form 8937 rev december.

How to fill out form 8937 rev december?

To fill out form 8937 rev december, you need to provide information about the corporate organizational action, including the date of the action, a description of the action, and the impact of the action on the basis of securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to provide information to both the Internal Revenue Service (IRS) and shareholders about corporate organizational actions that affect the basis of securities.

What information must be reported on form 8937 rev december?

Form 8937 rev december requires the reporting of information such as the date and description of the organizational action, the impact on the basis of securities, the CUSIP number, and any adjustments made to the basis of securities.

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