Get the free Attachment to Form 8937 - Fundamental Growth.xls - Hartford Funds

Organizational Action: Fund Merger Date of Action: 02/22/2013 Applicable Tax Year: 2013 Issuer's name and EIN The Hartford Fundamental Growth Fund 06-1610913 The Hartford Fundamental Growth Fund 06-1610913

How to fill out attachment to form 8937

How to fill out attachment to form 8937:

1. Begin by downloading Form 8937 and the Attachment to Form 8937 from the official website of the Internal Revenue Service (IRS).
2. Fill out the general information section on the Attachment to Form 8937, including the filer's name, address, and taxpayer identification number.
3. Identify the relevant securities or assets that are being reported on the attachment. This could include stocks, bonds, partnership interests, or other investments.
4. Provide a detailed description of each security or asset being reported, including the name, CUSIP or other identifying number, and any relevant terms or features.
5. Indicate the date and manner of acquisition for each security or asset. This could include purchase dates, inheritance dates, or other acquisition methods.
6. Calculate the adjusted basis of each security or asset being reported. This involves determining the original cost basis and making any necessary adjustments for things like dividends, stock splits, or other events.
7. Determine the fair market value of each security or asset as of the specified date. This is typically the date of acquisition or another relevant valuation date.
8. Complete the tax consequences section, providing information on any gain or loss that resulted from the acquisition or disposition of the securities or assets.
9. Check for any additional instructions or guidelines provided by the IRS or specific to your circumstances, and ensure that all required supporting documentation is attached to the attachment.
10. Review the completed attachment for accuracy and completeness before submitting it along with Form 8937 to the IRS.

Who needs attachment to form 8937:

1. Companies or issuers of securities that have undergone an organizational action, such as a merger, acquisition, or certain types of restructuring.
2. Shareholders or investors who received securities as a result of an organizational action and need to report the tax consequences of those securities.
3. Partnerships or other entities that have made a tax-motivated basis adjustment to the basis of their assets.

It is important to consult with a tax professional or refer to the official IRS instructions for Form 8937 and the Attachment to Form 8937 to ensure accurate and compliant completion of these forms.

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What is attachment to form 8937?

Attachment to form 8937 is a document that provides additional information about a corporation's organizational action that affects the basis of its securities.

Who is required to file attachment to form 8937?

Corporations that have undertaken an organizational action that affects the basis of their securities are required to file attachment to form 8937.

How to fill out attachment to form 8937?

Attachment to form 8937 should be filled out with the relevant details of the organizational action, including the date of the action, description of the action, and impact on the basis of securities.

What is the purpose of attachment to form 8937?

The purpose of attachment to form 8937 is to provide the IRS with additional information about organizational actions that affect the basis of securities, ensuring accurate reporting.

What information must be reported on attachment to form 8937?

Information such as the date of the organizational action, description of the action, impact on the basis of securities, and any other relevant details must be reported on attachment to form 8937.