Get the free 8937
Show details
This document reports organizational actions affecting the basis of securities, including details of a tax-free reorganization between Dreyfus Ohio Fund and Dreyfus AMT-Free Municipal Bond Fund.
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign 8937
Edit your 8937 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your 8937 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
Editing 8937 online
To use the services of a skilled PDF editor, follow these steps:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit 8937. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.
With pdfFiller, it's always easy to deal with documents.
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out 8937
How to fill out 8937
01
Gather necessary financial information such as income, deductions, and credits.
02
Obtain IRS Form 8937 from the official IRS website.
03
Fill out Part I with the issuer's information, including name, address, and TIN.
04
Complete Part II by detailing the organizational actions that prompted the need for the form.
05
In Part III, provide the details of the stock or other ownership interests affected by the actions.
06
Sign and date the form at the bottom and prepare it for submission.
Who needs 8937?
01
Individuals or entities that have undergone specific organizational actions affecting their stock or ownership interests.
02
Corporations needing to report stock reorganizations, redemptions, or other changes affecting shareholders.
03
Tax professionals preparing returns for clients involved in transactions that require disclosure on Form 8937.
Fill
form
: Try Risk Free
People Also Ask about
What is form 8937 used for?
File Form 8937 when an organizational action affects the basis of holders of a security or holders of a class of the security. For example, you must file Form 8937 if you make a nontaxable cash distribution to shareholders or if you make a nontaxable stock distribution to shareholders, including a stock split.
What is the penalty for failing to file Form 8937?
Failure-to-File Penalties. Issuers are subject to a penalty of $100 per Form, up to $1.5 million.
Who needs to file form 8937?
Who Is Eligible To File Form 8937? Generally, the issuer of the securities is responsible for filing Form 8937. This includes corporations, mutual funds, real estate investment trusts (REITs), regulated investment companies (RICs), and other entities that issue specified securities.
What is organizational action Form 8937?
Effective January 1, 2011, Internal Revenue Code Section 6045B requires issuers of corporate stock to provide information regarding corporate actions that affect stock basis. Form 8937, Report of Organizational Actions Affecting Basis in Securities, is used to report such information.
Who files 8937?
File Form 8937 if you are an issuer of a specified security that takes an organizational action that affects the basis of that security.
How do you write 1560 in English?
1560 in words is written as “One Thousand Five Hundred Sixty”.
What is the penalty for filing Form 8937?
Failure-to-File Penalties. Issuers are subject to a penalty of $100 per Form, up to $1.5 million.
How to write 83,000 in words in English?
Hence, 83000 in words is written as Eighty-three Thousand.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is 8937?
Form 8937 is a tax form used to report organizational actions that affect the basis of securities.
Who is required to file 8937?
Corporations, partnerships, and other entities that engage in certain organizational actions must file Form 8937.
How to fill out 8937?
Form 8937 can be filled out by providing information about the organizational action, including details on the security, the type of action, and the date it occurred.
What is the purpose of 8937?
The purpose of Form 8937 is to inform the IRS and the shareholders of the impact of the organizational actions on the basis of securities.
What information must be reported on 8937?
Important information that must be reported on Form 8937 includes the type of organizational action, the date of action, the description of the security, and the adjusted basis resulting from the action.
Fill out your 8937 online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
8937 is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
