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8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Instead Revenue Service me I 0 MB No.15452224 See separate instructions. Reporting
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01
Gather all necessary information and documents such as the taxpayer's identification number, date of acquisition, and cost basis of the property.
02
Obtain Form 8937 from the IRS website or request a copy from your tax advisor or the company involved.
03
Carefully read and understand the instructions provided with Form 8937.
04
Fill out the form by following the provided instructions, ensuring that all required fields are completed accurately.
05
Double-check all entries for errors or omissions before submitting the form.
06
Attach any additional documentation required by the form, such as supporting schedules or statements.
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Submit the completed Form 8937 to the appropriate tax authority as directed in the instructions.
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Retain a copy of the filled-out form for your records and for future reference during the tax-filing process.

Who needs 8937 - prudentialcom?

01
Individuals or entities who have engaged in specific transactions, such as corporate reorganizations, mergers, acquisitions, spin-offs, or other significant corporate events as defined by the IRS, may need to file Form 8937.
02
Companies or organizations responsible for such transactions are required to provide their shareholders or investors with information regarding the tax consequences of the transaction.
03
Shareholders or investors who need to report these transactions on their tax returns should use Form 8937 to accurately report the necessary information to the IRS.
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8937 - prudentialcom is a form used by investors to report information on publicly traded securities.
Any investor who holds publicly traded securities is required to file 8937 - prudentialcom.
To fill out 8937 - prudentialcom, investors need to provide information such as the name of the issuer, CUSIP number, date the securities were acquired, and the type of securities held.
The purpose of 8937 - prudentialcom is to report information on publicly traded securities held by investors.
Information such as the name of the issuer, CUSIP number, date acquired, and type of securities held must be reported on 8937 - prudentialcom.
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