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

Cat. No. 37752P. Form 8937 (12-2011). SALIENT MLP & ENERGY INFRASTRUCTURE FUND II. 45-5216026. SALIENT PARTNERS, LP. 1-800-809 -0525.

How to fill out form 8937 rev december

How to fill out form 8937 rev december:

1. Begin by entering the name of the issuer of the stock or securities that were involved in the organizational action. Include the issuer's employer identification number (EIN) if applicable.
2. Next, input the date of the organizational action and the date on which the form is being filled out.
3. Provide a detailed description of the organizational action, including the type of action (e.g., stock split, merger, spin-off) and the specific details of the transaction.
4. Indicate the total number of shares of stock or securities involved in the organizational action.
5. Specify the fair market value per share or unit before and after the action, if applicable.
6. Calculate and report the aggregate fair market value of the stock or securities involved in the organizational action.
7. If any federal income tax liability is incurred due to the transaction, disclose the amount and describe the specific tax treatment.
8. Sign and date the form, ensuring that it is completed accurately and completely. Retain a copy of the form for your records.

Who needs form 8937 rev december:

1. Companies that have undergone significant organizational actions, such as mergers, stock splits, or spin-offs, are typically required to file Form 8937.
2. Investors and shareholders who are affected by the organizational actions may also need the form for tax reporting purposes or to understand the tax implications of the transaction.
3. The form provides important information regarding the fair market value of stock or securities involved in the transaction, helping to ensure accurate tax reporting and compliance.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev december is used to report organizational actions that affect the tax basis of specified securities.

Who is required to file form 8937 rev december?

Any corporation that effects an organizational action that affects the tax basis of its specified 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 the required information including the name of the corporation, details of the organizational action, and the tax basis information of specified securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report organizational actions that affect the tax basis of specified securities to the IRS.

What information must be reported on form 8937 rev december?

Information such as the name of the corporation, the details of the organizational action, and the tax basis information of specified securities must be reported on form 8937 rev december.

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