Get the free Form 8937 (Rev. December 2011) - Franklin Templeton Investments

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I OMB No. 15452224 See separate instructions. Reporting

How to fill out form 8937 rev december

How to Fill Out Form 8937 Rev December:

1. Obtain Form: Start by obtaining the Form 8937 Rev December from the Internal Revenue Service (IRS) website or by contacting the IRS directly.
2. Understand the Purpose: Familiarize yourself with the purpose of Form 8937. This form is used to report organizational actions that affect the basis of specified securities, such as stock splits, mergers, spin-offs, or other similar events.
3. Gather Necessary Information: Gather all the relevant information required to complete the form. This may include details about the organizational action, the affected securities, and the specific basis adjustments.
4. Identify the Filers: Determine who needs to complete and file Form 8937. Generally, this responsibility falls on the issuer of the specified securities. If you are the issuer, you will need to complete this form.
5. Fill Out the Form: Take your time to fill out the form accurately. Ensure that you provide all the necessary information in the appropriate sections and follow the instructions provided by the IRS.
6. Double-Check for Accuracy: Once you have completed the form, double-check all the information provided for accuracy. Mistakes or omissions could lead to complications or delays.
7. File the Form: Submit the completed Form 8937 to the IRS within the designated time frame. Make sure to retain a copy for your records.
8. Keep Supporting Documents: It is important to keep supporting documentation related to the organizational actions reported on Form 8937. This includes any shareholder communications, corporate resolutions, or other relevant records.

Who Needs Form 8937 Rev December:

1. Issuers of Specified Securities: The primary group of individuals or entities that need to complete Form 8937 are the issuers of specified securities. Issuers refer to those organizations that have undertaken qualifying organizational actions affecting the basis of their securities.
2. Publicly Traded Companies: Publicly traded companies that have undergone events like stock splits, mergers, or spin-offs need to file Form 8937 to report the basis adjustments resulting from these actions.
3. Certain Partnerships and Trusts: Partnerships or trusts that have undergone qualifying organizational actions or transactions that affect the basis of their specified securities also need to complete and file Form 8937.

Note: It is always recommended to consult with a tax professional or review the IRS instructions specific to your situation to ensure accurate completion and filing of Form 8937 Rev December.

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What is form 8937 rev december?

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

Who is required to file form 8937 rev december?

The issuer of 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 information regarding the organizational action that impacts the tax basis of the securities. Specific details about the securities and the action taken must be provided.

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.

What information must be reported on form 8937 rev december?

Form 8937 rev december requires information such as the name of the issuer, the description of the organizational action, the date of the action, and the CUSIP number of the securities affected.