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Get the free Form 8937 (Rev. December 2011) - T. Rowe Price

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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 ? See OMB No. 1545-2224 separate instructions. Reporting
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How to fill out form 8937 rev december

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How to fill out Form 8937 rev December:

01
Begin by downloading a copy of Form 8937 rev December from the official website of the Internal Revenue Service (IRS).
02
Fill out the basic information in Part I of the form, including the name of the issuer, the CUSIP number, and the date of the corporate action.
03
In Part II, provide details about the identity and ownership of the issuer. This section includes information such as the issuer's name, address, and taxpayer identification number.
04
In Part III, disclose the material terms of the corporate action for which this form is being filed. This may include details about stock splits, mergers, acquisitions, or other similar transactions.
05
Include any additional information and attachments required in Part IV. This may involve providing supporting documents or explanations regarding the corporate action.
06
Review the completed form for accuracy and completeness before signing and dating it.
07
Keep a copy of the filed form for your records and submit the original to the IRS within the designated time frame outlined in the instructions.

Who needs Form 8937 rev December:

01
Publicly traded companies: Issuers of publicly traded securities who have undergone corporate actions such as stock splits, mergers, or acquisitions are required to file Form 8937 to provide shareholders with information about the transaction.
02
Shareholders and investors: Individuals who hold publicly traded securities and want to understand the tax implications of a corporate action affecting their investment should review Form 8937. This form provides important details about the transaction that may impact reporting requirements or basis adjustments for tax purposes.
03
Tax professionals: Tax professionals who assist clients with corporate transactions or provide tax planning advice will find Form 8937 rev December useful for understanding the specifics of a particular corporate action and ensuring compliance with IRS regulations.
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Form 8937 rev december is used to report organizational actions that affect the tax basis of holders of a specified security.
Any corporation that is a party to an organizational action that affects the tax basis of a specified security holder is required to file form 8937 rev december.
Form 8937 rev december must be filled out with information regarding the organizational action, the specified security, and the tax basis adjustments.
The purpose of form 8937 rev december is to provide holders of specified securities with information necessary for the calculation of their tax basis.
Information such as the organizational action, the specified security, the tax basis adjustments, and the relevant dates must be reported on form 8937 rev december.
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