Get the free Form 8937 (Rev. December 2011) - dwsinvestments.com

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

How to fill out form 8937 rev december

How to fill out form 8937 rev december

1. Open the form 8937 rev December
2. Read the instructions carefully to ensure you understand each section
3. Provide the required information in the designated fields
4. Double-check all entries for accuracy
5. Attach any supporting documents as specified
6. Review the completed form to ensure nothing is missing
7. Sign and date the form
8. Submit the form as directed, either electronically or by mail

Who needs form 8937 rev december?

1. Companies or issuers of specified securities must file form 8937 rev December if they undergo organizational actions that affect the basis of those securities
2. Investors or shareholders who received specified securities as a result of an organizational action may also need form 8937 for reporting purposes
3. Individuals or entities involved in stock or security transactions that require reporting the basis adjustment or other relevant information

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What is form 8937 rev december?

Form 8937 rev december is a form used by corporations to report organizational actions that affect the basis of the securities held by their shareholders.

Who is required to file form 8937 rev december?

Corporations that have undergone specific organizational actions during the year are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out by providing the required information about the organizational action, its impact on shareholder's basis, and other pertinent details.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to inform the shareholders about the impact of certain organizational actions on the basis of their securities.

What information must be reported on form 8937 rev december?

Form 8937 rev december requires reporting information about the organizational action, its date, the description, the amount of money and stock value involved, and the impact on shareholder's basis.