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8937 Form (December 2011) Department of the Treasury Internal Revenue Service Part I Report of Organizational Actions Affecting Basis of Securities OMB No. 15452224 See separate instructions. Reporting
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How to fill out form 8937 - lasalle
How to fill out form 8937 - lasalle
01
Go to the official IRS website and search for Form 8937 - LaSalle
02
Download and print the form
03
Read the instructions provided with the form carefully
04
Fill out the form by providing the necessary information accurately
05
Include all relevant details such as the issuer name, CUSIP number, and the description of the organizational action
06
Attach any supporting documents required as per the instructions
07
Double-check all the information provided and make sure it is complete and correct
08
Sign and date the form
09
Submit the filled-out form to the designated IRS address as mentioned in the instructions
10
Keep a copy of the form for your records
Who needs form 8937 - lasalle?
01
Companies, organizations, or entities that have undergone certain organizational actions like mergers, acquisitions, spin-offs, or other similar events need to file Form 8937 - LaSalle
02
Investors or stockholders who have received or exchanged securities as a result of these organizational actions also need to be aware of Form 8937
03
The form is specifically designed to report the required information to the IRS and provide relevant details to shareholders or investors for tax purposes
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What is form 8937 - lasalle?
Form 8937 - lasalle is a form used to report organizational actions that affect the tax basis of specified securities.
Who is required to file form 8937 - lasalle?
Any corporation that effects an organizational action that affects the tax basis of specified securities is required to file form 8937 - lasalle.
How to fill out form 8937 - lasalle?
Form 8937 - lasalle should be completed accurately with all required information regarding the organizational action and the affected securities.
What is the purpose of form 8937 - lasalle?
The purpose of form 8937 - lasalle is to report the tax basis information of specified securities to the IRS.
What information must be reported on form 8937 - lasalle?
Form 8937 - lasalle requires information on the organizational action, the affected securities, and the resulting tax basis adjustments.
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