Get the free Form 8937 (Rev. December 2011) - Turquoise Hill Resources

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. Start by gathering all the necessary information required for the form, including the issuer's name and identification number, the class of securities being issued or acquired, the date of the corporate action, and any relevant terms and conditions.
2. Fill out the top section of the form, including the issuer's name, mailing address, and telephone number.
3. Provide the unique identifying number for the form, which can be obtained from the Internal Revenue Service (IRS).
4. Specify the date of the corporate action or event that triggered the filing of form 8937.
5. Describe the class of securities being issued or acquired, including any relevant terms and conditions such as the type of securities, the quantity, and the issue price per security.
6. Calculate and include any adjustments to the basis of the securities, if applicable.
7. Determine the fair market value of the securities before and after the corporate action or event.
8. Include any additional information required by the IRS, such as corporate actions that are not relevant to the filing or details on other related forms.
9. Sign and date the form, certifying that all the information provided is accurate and complete.
10. Keep a copy of the completed form for your records and submit it to the IRS according to their instructions.

Who needs form 8937 rev december:

1. Corporations or entities that have implemented a corporate action or event as defined by the IRS regulations.
2. Issuers of stock or other securities who have undergone a merger, acquisition, spin-off, or other similar transaction.
3. Shareholders or investors who need to report the relevant tax information related to the corporate action or event on their tax returns.
4. Financial institutions, including brokers or custodians, who are responsible for providing accurate tax reporting to their clients.
5. Tax professionals or accountants who assist corporations, issuers, or shareholders in meeting their reporting obligations.
6. Any other party who is directly involved in the corporate action or event and is required by the IRS regulations to file form 8937.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev december is a form used to report organizational actions that affect the tax basis of a shareholder's stock.

Who is required to file form 8937 rev december?

Corporations are required to file Form 8937 rev december when they have undertaken certain organizational actions that impact the tax basis of their shareholders.

How to fill out form 8937 rev december?

Form 8937 rev december should be filled out by providing details of the organizational action, the impact on the tax basis of shareholders, and other required information.

What is the purpose of form 8937 rev december?

The purpose of Form 8937 rev december is to report the organizational actions that affect the tax basis of a shareholder's stock.

What information must be reported on form 8937 rev december?

Information such as the name of the corporation, details of the organizational action, the impact on the tax basis of shareholders, and other relevant information must be reported on Form 8937 rev december.

How can I manage my form 8937 rev december directly from Gmail?

Using pdfFiller's Gmail add-on, you can edit, fill out, and sign your form 8937 rev december and other papers directly in your email. You may get it through Google Workspace Marketplace. Make better use of your time by handling your papers and eSignatures.

Can I create an electronic signature for the form 8937 rev december in Chrome?

Yes. By adding the solution to your Chrome browser, you can use pdfFiller to eSign documents and enjoy all of the features of the PDF editor in one place. Use the extension to create a legally-binding eSignature by drawing it, typing it, or uploading a picture of your handwritten signature. Whatever you choose, you will be able to eSign your form 8937 rev december in seconds.

How do I edit form 8937 rev december straight from my smartphone?

The easiest way to edit documents on a mobile device is using pdfFiller’s mobile-native apps for iOS and Android. You can download those from the Apple Store and Google Play, respectively. You can learn more about the apps here. Install and log in to the application to start editing form 8937 rev december.