Get the free Form 8937 (Rev. December 2011) - Manning & Napier

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

How to fill out form 8937 rev december

How to fill out form 8937 rev december?

1. Obtain the necessary form: Start by downloading form 8937 rev december from the official website of the Internal Revenue Service (IRS) or request a copy by mail.
2. Provide general information: Begin by filling out the general information section of the form. This includes providing the filer's name, address, and taxpayer identification number (TIN).
3. Identify the issuer: Indicate the name of the issuer of the underlying security for which the form is being filed. Include the issuer's name, TIN, and address.
4. Describe the security: Provide a detailed description of the security being reported on the form. This includes the CUSIP or other identification number, the class or series of the security, and pertinent terms and conditions.
5. Determine the reportable event: Identify the reportable event that triggers the need for filing form 8937. This can include actions such as organizational actions, issuances, redemptions, or significant modifications to the security.
6. Report the tax consequences: Detail the tax consequences arising from the reportable event. This involves explaining any adjustments to the basis or holding period of the security and whether there are any withholding obligations.
7. Attach supporting documents: If necessary, attach any supporting documents that provide additional information about the reportable event or its tax implications. This could include prospectuses, notices, or other relevant documentation.

Who needs form 8937 rev december?

1. Issuers of securities: Companies or entities that undertake organizational actions, issuances, redemptions, or modifications to their securities may be required to file form 8937 rev december with the IRS.
2. Investors and recipients of securities: Individuals or entities who receive securities as a result of an organizational action, issuance, redemption, or modification may also need form 8937 rev december to report the tax consequences of these events.
3. Tax professionals and advisors: Tax professionals and advisors play a crucial role in ensuring the accurate completion and filing of form 8937 rev december on behalf of their clients. They should have a thorough understanding of the reporting requirements and the applicable tax laws.
4. Regulatory authorities: Regulatory authorities, such as the IRS, may require form 8937 rev december to be filed for the purpose of monitoring and ensuring compliance with tax regulations related to the issuance and modification of securities.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 revision December is used by corporations to report organizational actions that affect the basis of the stock owned by shareholders.

Who is required to file form 8937 rev december?

Corporations that have taken certain organizational actions that affect the basis of their stock owned by shareholders are required to file form 8937 revision December.

How to fill out form 8937 rev december?

Form 8937 revision December must be filled out by providing information about the corporation, the organizational action taken, the date of the action, the number of shares affected, the effect on the basis of the shares, and other details.

What is the purpose of form 8937 rev december?

The purpose of form 8937 revision December is to report organizational actions that affect the basis of the stock owned by shareholders, in order to comply with tax regulations.

What information must be reported on form 8937 rev december?

Information such as the corporation's name, employer identification number, description of the organizational action, date of the action, number of shares affected, action’s effect on the basis of the shares, and other relevant details.

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