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Form 8937 Report of Organizational Actions Affecting Basis of Securities (December 2011) Department of the Treasury Internal Revenue Service P art 1 OMB No. 15452224 See separate instructions. Reporting

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How to fill out wells fargo form 8937

01

Start by opening the Wells Fargo Form 8937 document.

02

Read the instructions carefully to understand the purpose and requirements of the form.

03

Fill out your personal information in the designated fields, such as your name, address, and Social Security number.

04

Provide the necessary details about the specific investment or transaction for which you are filing the form.

05

Include information about any changes in the tax basis or holding period of the investment, if applicable.

06

Double-check all the filled-out fields to ensure accuracy and completeness.

07

Sign and date the form to certify its accuracy.

08

Submit the completed Wells Fargo Form 8937 to the appropriate recipient or authority as instructed.

Who needs wells fargo form 8937?

01

Individuals or entities who have engaged in certain investment transactions or activities that require reporting may need the Wells Fargo Form 8937.

02

Generally, this form is used to report organizational actions, such as mergers, acquisitions, or stock splits, that may have tax implications for the investors.

03

Investors who want to comply with the Internal Revenue Service (IRS) regulations and accurately report their investment activities may need this form.

04

It is advised to consult a tax professional or financial advisor to determine if you specifically need to file the Wells Fargo Form 8937 based on your investments or transactions.

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What is wells fargo form 8937?

Form 8937 is used by Wells Fargo to report organizational actions that affect the tax basis of the company's stock.

Who is required to file wells fargo form 8937?

Wells Fargo is required to file form 8937.

How to fill out wells fargo form 8937?

You can fill out form 8937 by providing the required information about the organizational actions and their impact on the tax basis of the stock.

What is the purpose of wells fargo form 8937?

The purpose of form 8937 is to report organizational actions that may affect the tax basis of the company's stock.

What information must be reported on wells fargo form 8937?

Form 8937 must include details of the organizational actions, such as stock splits, mergers, or dividend distributions, and their tax consequences.

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