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8937 Report of Organizational Actions Affecting Basis of Securities Form (December2011) Depart, ENT of the Treasury later Revenue Semé ITII I 0 MB No. 15452224) See separate instructions. Reporting

How to fill out 8937 - prudentialcom

How to fill out 8937 - prudentialcom

1. Start by gathering all the necessary information, such as the taxpayer identification number (TIN) and the buyer's identification number.
2. Review the form 8937 provided by Prudentialcom and familiarize yourself with the different sections.
3. Fill out the first section of the form, which requires information about the issuer, including name, address, and TIN.
4. Move on to the second section, where you will provide details about the organizational action that triggered the need for filing form 8937.
5. In the third section, provide information about the buyer or predecessor, including their name, address, and TIN.
6. Complete the fourth section by providing the date and a detailed description of the organizational action or series of actions.
7. If applicable, fill out the fifth section to provide additional information or explanations regarding the organizational action.
8. Review the completed form for accuracy and completeness.
9. Submit the filled-out form 8937 to Prudentialcom as instructed.
10. Keep a copy of the submitted form for your records.

Who needs 8937 - prudentialcom?

1. Any issuer of specified securities, as defined by the IRS, who undergoes an organizational action that affects the basis of the securities is required to file form 8937.
2. Also, any buyer or predecessor who acquires specified securities as a result of an organizational action must file form 8937.
3. The filing of form 8937 ensures proper reporting and communication with the IRS regarding the organizational action's tax implications.
4. It helps investors, shareholders, and other parties involved in the organizational action to understand the basis and tax consequences of the specified securities.

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What is 8937 - prudentialcom?

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

Who is required to file 8937 - prudentialcom?

The issuer of the securities is required to file Form 8937 - prudentialcom.

How to fill out 8937 - prudentialcom?

Form 8937 - prudentialcom should be filled out with the specific details of the organizational action and how it affects the tax basis of the securities.

What is the purpose of 8937 - prudentialcom?

The purpose of Form 8937 - prudentialcom is to report the organizational actions that affect the tax basis of securities to the IRS and shareholders.

What information must be reported on 8937 - prudentialcom?

The form must include details such as the description of the organizational action, date of the action, security description, CUSIP number, and the amount of money or property paid in the action.