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

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I OMB No. 1545-2224 See separate instructions. Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev december:

1. Obtain a copy of form 8937 rev december from the Internal Revenue Service (IRS) website or your tax professional. Make sure you have the most recent version of the form.
2. Gather all the necessary information and supporting documents required to complete the form. This may include details about the corporate action that triggered the need for the form and the specific securities involved.
3. Start by entering your name, taxpayer identification number (TIN), and contact information at the top of the form. Ensure that all the information is accurate and up to date.
4. Proceed to Part I of the form, where you will need to provide details about the identification of the organization or corporation undergoing the corporate action. This may include the name, TIN, and address of the organization.
5. Complete Part II of the form, which requires you to provide information about the security involved in the corporate action. This includes the CUSIP number, class, and series of the security.
6. Move on to Part III, where you will need to disclose details about the corporate action itself. This includes the description of the action, the date of the action, and any relevant codes or numbers associated with it.
7. If there were any additional adjustments or modifications to the security as a result of the corporate action, you will need to disclose them in Part IV of the form.
8. Complete Part V by providing any additional information or explanations that you believe are necessary for the proper completion and understanding of the form.
9. Review your completed form for accuracy and make any necessary corrections. It's crucial to ensure that all the information provided is correct and matches the supporting documents.
10. Sign and date the form, certifying that the information provided is true, accurate, and complete to the best of your knowledge.
11. Attach any required supporting documents, such as an attachment schedule or additional explanations if needed.
12. Keep a copy of the completed form and all supporting documents for your records.

Who needs form 8937 rev december:

1. Organizations or corporations that have undergone a significant corporate action such as a merger, acquisition, or certain types of reorganizations.
2. Shareholders or investors who have received securities as a result of the corporate action and need to report the transaction to the IRS.
3. Tax professionals or financial advisors who assist organizations or individuals in meeting their reporting obligations to the IRS for the relevant corporate actions.

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What is form 8937 rev december?

Form 8937 rev december is a form used to report organizational actions that affect the basis of securities, such as stock splits or mergers.

Who is required to file form 8937 rev december?

Issuers of securities who have had organizational actions affecting the basis of the securities are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december should be filled out by providing information about the issuer, the organizational action, and the affected securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report changes in the basis of securities resulting from organizational actions.

What information must be reported on form 8937 rev december?

Information such as the issuer's name, EIN, description of the organizational action, and the impact on the basis of the securities must be reported on form 8937 rev december.