Get the free Form 8937 - Nationwide

26 Oct 2017 ... Form 8937. Report of Organizational Actions. (December 2011). Affecting Basis of Securities. OMB No. 15452224. Department of the Treasury.

How to fill out form 8937 - nationwide

How to fill out form 8937 - nationwide:

1. Start by downloading form 8937 from the Nationwide website or request a copy from their customer service department.
2. Review the instructions provided with the form to ensure you understand the purpose and requirements of form 8937.
3. Begin by providing your personal information, including your name, address, and taxpayer identification number, in the designated sections of the form.
4. Proceed to the "Identification and Classification of the Organizational Action" section and provide details about the specific organizational action that prompted the filing of form 8937. This may include information such as the type of action, date of enactment, and any relevant identification numbers.
5. In the "Description of the Organizational Action" section, provide a detailed explanation of the organizational action, including the purpose, background, and impact on shareholders. This should be concise but comprehensive.
6. If applicable, provide any additional information required by the form, such as the fair market value of any securities received or the aggregate presentation amount of the action.
7. Sign and date the form, certifying that the information provided is true, accurate, and complete to the best of your knowledge.
8. Retain a copy of the completed form for your records.

Who needs form 8937 - nationwide?

1. Shareholders who have experienced an organizational action, such as a merger, stock split, or spin-off, involving Nationwide or one of its subsidiaries may be required to fill out form 8937.
2. This form is necessary for Nationwide to report certain details related to the action to the Internal Revenue Service (IRS) and comply with tax reporting requirements.
3. Individuals or entities who have received securities as a result of an organizational action and meet certain ownership threshold requirements may also need to complete form 8937.
4. It is advisable to consult with a tax professional or Nationwide's customer service department to determine if you need to file form 8937 based on your specific circumstances.

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What is form 8937 - nationwide?

Form 8937 - nationwide is a form used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 - nationwide?

Any corporation that is a party to an organizational action that affects the tax basis of securities is required to file form 8937 - nationwide.

How to fill out form 8937 - nationwide?

Form 8937 - nationwide should be filled out by providing all necessary information about the organizational action, including the parties involved, date of the action, details of the action, and the impact on the tax basis of securities.

What is the purpose of form 8937 - nationwide?

The purpose of form 8937 - nationwide is to provide the IRS and shareholders with information about organizational actions that affect the tax basis of securities.

What information must be reported on form 8937 - nationwide?

Information that must be reported on form 8937 - nationwide includes details about the organizational action, parties involved, date of the action, and the impact on the tax basis of securities.