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

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. Begin by downloading Form 8937 from the official IRS website or obtaining a copy from your tax advisor.
2. Fill in the top section of the form, providing your company's name, address, and Employer Identification Number (EIN).
3. Indicate the date the corporation was organized and the state under which it was incorporated.
4. Identify the class or series of stock being reported on the form, indicating the CUSIP number if applicable.
5. Provide the date on which the stock was issued or deemed issued.
6. If applicable, disclose any change in the issuing corporation's name or EIN since the stock was issued.
7. Complete Part I of the form, reporting the changes in ownership or control of the corporation during the calendar year.
8. If there are no reportable transactions, check the box indicating that the corporation has no reportable events.
9. If there are reportable events, specify the date, nature, and number of shares involved in each transaction.
10. Calculate the percentage of ownership before and after each reportable transaction.
11. Complete the remaining sections of the form, including Part II for stockholders who received cash, property, or stock in the transaction.
12. Ensure all necessary attachments, such as schedules or additional information, are included with the form.
13. Sign and date the completed form, and provide a contact name and phone number for any questions regarding the form.
14. Retain a copy of the completed Form 8937 for your records.

Who needs Form 8937 rev December?

1. Corporations that have undergone reportable transactions involving changes in ownership or control during the calendar year.
2. Stockholders who received cash, property, or stock as a result of a reportable transaction from a corporation.
3. Financial advisors, tax professionals, or legal counsel may also need Form 8937 to assist their corporate clients in complying with IRS regulations.

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