Get the free Form 8937 (Rev. December 2011) - DoubleLine Funds
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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
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How to fill out form 8937 rev december
How to fill out form 8937 rev december
01
Gather all the required information and documents for Form 8937 rev December.
02
Start by entering the name of the issuer at the top of the form.
03
Provide the EIN (Employer Identification Number) of the issuer.
04
Enter the mailing address of the issuer, including street, city, state, and ZIP code.
05
Fill out the section for the date and location of the issuance, including the city, state, and country.
06
Provide the CUSIP number and the class or series of securities being issued.
07
Enter the total number of outstanding securities before the issuance, excluding the securities to be issued in the current event.
08
Fill out the section for the date of the event and the estimated total proceeds from the issuance.
09
Indicate the total number of securities issued in the event.
10
Calculate the applicable percentage for each type of security being issued.
11
Determine the aggregate fair market value for each security type issued.
12
Calculate the fair market value per share or unit for each security type.
13
Enter the date of valuation for determining the fair market value.
14
Provide any additional information or explanations required.
15
Sign and date the form.
16
Retain a copy of the completed Form 8937 rev December for your records.
Who needs form 8937 rev december?
01
Issuers of securities who are required to report organizational actions that affect the basis of the securities need to fill out Form 8937 rev December.
02
Investors or tax professionals who handle securities transactions and need to report these organizational actions also require Form 8937 rev December.
03
Form 8937 rev December is needed by any party involved in an event that affects the securities' basis, such as stock splits, mergers, acquisitions, or distributions.
04
Organizations and individuals who must comply with the reporting requirements of the Internal Revenue Service (IRS) for these types of organizational actions will need this form.
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What is form 8937 rev december?
Form 8937 rev december is used by issuers of specified corporate securities to report organizational actions that affect the tax basis of those securities.
Who is required to file form 8937 rev december?
The issuers of specified corporate 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, description of the organizational action, and details about the securities affected by the action.
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 corporate securities.
What information must be reported on form 8937 rev december?
Information such as the issuer's details, description of the organizational action, and information about the securities affected by the action must be reported on form 8937 rev december.
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