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

How to fill out form 8937 rev december

How to Fill Out Form 8937 Rev December:

1. Gather all necessary information: Before starting to fill out Form 8937 Rev December, ensure that you have all the required information at hand. This includes details about the issuer of the specified security, relevant identifying information for the security itself, and any other relevant details or data.
2. Understand the instructions: It is crucial to carefully read and comprehend the instructions provided with Form 8937 Rev December. The instructions provide a step-by-step guide on how to complete the form accurately and effectively. Make sure to follow them closely to avoid any mistakes or omissions.
3. Complete the identification section: Begin by completing the top section of Form 8937, which asks for general details such as the name of the issuer, the issuer's employer identification number (EIN), and the applicable tax year. Double-check all information for accuracy before proceeding.
4. Provide details about the specified security: The form requires you to provide specific information about the security in question. This includes the CUSIP number, description of the security, and the country in which it was issued. Take care to accurately provide this information to ensure proper identification of the security.
5. Determine and report any actions or events: Form 8937 Rev December is typically used to report actions or events that may affect the tax basis of the specified security. These can include corporate actions like mergers, acquisitions, stock splits, or dividend reinvestments. Identify any such actions or events that are relevant and clearly report them in the appropriate sections of the form.
6. Calculate and report the tax basis change: If the reported actions or events affect the tax basis of the security, accurately calculate the changes and report them in the corresponding sections of Form 8937. This will involve determining the adjusted tax basis and potentially allocating the basis changes among different shareholders.
7. Review and sign the form: Once you have completed all the necessary sections of the form, carefully review all the provided information. Ensure that everything is accurate, logical, and correctly reported. Finally, affix your signature and the date in the designated fields to certify the accuracy of the information provided.

Who Needs Form 8937 Rev December:

1. Corporations undergoing specific actions: Form 8937 is primarily required by corporations that have undergone or are planning to undertake certain actions or events that may affect the tax basis of a specified security. This can include mergers, acquisitions, stock splits, or dividend reinvestments among others. It is necessary for such corporations to report these actions to the IRS and their shareholders.
2. Shareholders and investors: Shareholders or investors of a corporation undergoing the mentioned actions or events should also be aware of Form 8937. It is important for them to understand any changes in tax basis resulting from these actions, as it may affect their reporting and tax obligations. They should review the form provided by the corporation and consult with a tax professional if needed.
3. IRS and regulatory authorities: Form 8937 Rev December serves as a means for transparency and information disclosure to the IRS and other regulatory authorities. By providing accurate and comprehensive details about the actions and events affecting the tax basis of specified securities, corporations fulfill their obligations to report such information to the relevant authorities.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev december is used to report organizers or issuers of these tax-exempt bonds to the IRS and holders of these bonds and includes information about the issue and the issue price for each bond.

Who is required to file form 8937 rev december?

Organizers or issuers of tax-exempt bonds are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out with information including the issuer's name, the bond issue description, issue date, issue price, tax-exempt status, and more.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to provide information about tax-exempt bonds to the IRS and bond holders.

What information must be reported on form 8937 rev december?

Information such as issuer's name, bond issue description, issue date, issue price, tax-exempt status, and more must be reported on form 8937 rev december.

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