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

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 rev december

How to fill out form 8937 rev december?

1. Start by entering the name of the issuer. This is the entity that issued the security for which you are filing the form.
2. Provide the CUSIP number of the security. The CUSIP number is a unique identifier for the security and can usually be found on the security's prospectus or on various financial websites.
3. Indicate the security type, such as common stock, preferred stock, debt instrument, or other types of equity interests.
4. Specify the number of outstanding shares or units of the security as of the reporting date. This information can typically be obtained from the issuer or from public filings.
5. Describe any transactions that have occurred during the reporting period, such as issuances, cancellations, redemptions, conversions, or changes in ownership.
6. Provide the date on which the reporting period ends. This is usually the last day of the calendar or fiscal year.
7. Calculate any adjustments required based on changes in the number of outstanding shares or units during the reporting period. These adjustments may include withholding taxes, dividends, or other distributions.
8. Complete any additional information or disclosures required by the form, such as changes in the issuer's legal name or the status of the security.
9. Sign and date the form before submitting it to the appropriate regulatory authority.

Who needs form 8937 rev december?

1. Issuers of securities: The primary need for form 8937 rev december lies with issuers of securities. They are required to file this form to report any organizational actions affecting the basis of the securities issued or to report any changes in the issuer's name or tax identification number.
2. Investors and shareholders: Investors and shareholders may also need form 8937 rev december in certain cases. This form provides important information regarding changes in the basis of the security, which is crucial for determining any tax implications related to their investments.
3. Regulatory authorities: Regulatory authorities, such as the Internal Revenue Service (IRS), require the submission of form 8937 rev december for the purpose of monitoring and verifying compliance with relevant tax regulations.

Overall, form 8937 rev december serves as a vital reporting document for issuers, investors, and regulatory authorities, ensuring transparency and accurate tax reporting in relation to organizational actions and changes in securities.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev december is used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

Any corporation that is involved in 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?

Form 8937 rev december should be filled out by providing information about the organizational action, the securities affected, and the calculation of the basis.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report any organizational actions that affect the basis of securities to the IRS and to shareholders.

What information must be reported on form 8937 rev december?

Information such as the name of the corporation, the date of the organizational action, a description of the action, and the calculation of the basis must be reported on form 8937 rev december.

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