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Attachment to Form 8937 Report of Organizational Actions Affecting Basis of Securities Issuer ING Index PluSkullcapap Fund Date of Action: 7/20/2012 Applicable Tax Year: 2012 Issuers Name and EIN

How to fill out attachment to form 8937

How to fill out attachment to form 8937:

1. Begin by gathering all the necessary information and documentation required for the attachment. This may include details about the transaction or event being reported, such as the date, description, and value.
2. Open the attachment to form 8937 document and carefully read through the instructions provided. It is crucial to understand the specific requirements and guidelines for completing the attachment accurately.
3. Start filling in the necessary information on the form. This may involve providing your name, contact details, and taxpayer identification number (TIN). Ensure that all the information provided is correct and up-to-date.
4. Proceed to the section where you will need to disclose the transaction or event details. This typically involves providing a concise description of the transaction, including the purpose, participants, and any relevant financial information.
5. Complete any additional sections or schedules that may be required based on the specific nature of the transaction or event. Be diligent in supplying all the requested information accurately.
6. Double-check all the information entered in the attachment. Verify that it matches the information provided in the main form 8937, if applicable. Errors or inconsistencies may result in delays or potential issues with the reporting process.
7. Review the completed attachment and ensure that it conforms to the formatting and filing requirements outlined in the instructions. Make any necessary adjustments or corrections to guarantee compliance.
8. Save a copy of the completed attachment for your records and submit it along with form 8937 to the appropriate entity or authority as specified in the instructions. Retain proof of submission, such as a confirmation receipt, as evidence of compliance.

Who needs attachment to form 8937?

1. Individuals or entities who have engaged in specific reportable transactions or events as outlined by the IRS may need to complete an attachment to form 8937.
2. This requirement is typically applicable to parties involved in corporate reorganizations, mergers, acquisitions, or similar significant transactions.
3. The attachment is necessary to provide additional details and disclosures related to the transaction or event that may not fit within the main form 8937 itself.
4. It is essential to consult the specific instructions provided by the IRS or seek professional advice to determine whether the attachment requirement applies to your situation. Failing to comply with this requirement may result in penalties or potential legal consequences.

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