Get the free Form 8937 (Rev. December 2011) - f8937.pdf

Macquarie Infrastructure Company LLC William E. Hyde 212-231-1833 125 West 55th Street, 15th Floor 43-2052503 bill. Hyde macquarie.com New York, NY 10019 MIC Quarterly Distribution March 08, 2012,

How to fill out form 8937 rev december

How to Fill Out Form 8937 rev December:

1. Gather the necessary information: Before starting the process of filling out Form 8937 rev December, ensure that you have all the required information handy. This includes details such as the issuer's name, contact information, EIN (Employer Identification Number), CUSIP number, and the date of the corporate action event.
2. Identify the corporate action event: Determine the specific corporate action event for which the Form 8937 is being filled out. This could include events like a merger, acquisition, stock split, or dividend distribution. Understanding the nature of the event is crucial for accurately completing the form.
3. Complete Part I: Begin by filling out Part I of the form, which requires basic information about the issuer and the corporate action event. Provide details such as the name of the issuer, its EIN, the securities to which the corporate action applies, and the date when the corporate action began.
4. Complete Part II: Move on to Part II of the form, where you will need to provide further details about the corporate action event. This includes information like the type of action, a description of the action, the record date, the payment date, and any other relevant dates associated with the event.
5. Complete Part III: Proceed to Part III, where you will need to disclose information about any private transactions or material conditions related to the corporate action event. If there were any private transactions or special considerations, provide the necessary details as requested in this section.
6. Attach any required statements: If there are any additional statements or attachments required to support the information provided in the form, make sure to include them along with the completed Form 8937. These could include supplemental disclosures, explanations, or any other relevant documentation.
7. Review and sign: Carefully review all the information filled out in the form to ensure accuracy and completeness. Once you are satisfied with the details, sign and date the form in the appropriate sections.

Who needs Form 8937 rev December?

Form 8937 rev December is typically required to be filled out by issuers who have undergone certain corporate action events, such as a merger, acquisition, stock split, or dividend distribution. It is primarily used to report information to the Internal Revenue Service (IRS) regarding these corporate actions and their tax implications.

Issuers or their authorized representatives who are responsible for the corporate action event should fill out Form 8937 rev December. This ensures compliance with IRS regulations and helps provide transparency to investors and stakeholders regarding the corporate actions undertaken by the issuer.

It is important to note that the need for Form 8937 rev December may vary depending on the specific circumstances of the corporate action and the issuer's legal obligations. Consulting with a tax professional or legal advisor can help determine whether the form is required in a particular situation.

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What is form 8937 rev december?

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

Who is required to file form 8937 rev december?

Generally, the issuer of the securities is 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 regarding the organizational action, such as the date of the action, description of the action, and the impact on the basis of the securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report to the IRS any organizational actions that could affect the basis of securities in the hands of investors.

What information must be reported on form 8937 rev december?

The information that must be reported on form 8937 rev december includes the date of the organizational action, a description of the action, and the impact on the basis of the securities.