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Get the free Form 8937 (Rev. December 2011) - RGS Energy Investor Relations

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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
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How to fill out form 8937 rev december

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How to fill out form 8937 rev december

01
Start by downloading form 8937 rev December from the IRS website.
02
Read the instructions carefully to understand the requirements and purpose of the form.
03
Fill in the required information in Part I - Issuer Information such as the name, address, and employer identification number (EIN) of the issuer.
04
In Part II - Transactions in the Specified Securities, provide details about the securities and the transactions you want to report.
05
Include the date of the transaction, number of shares or units, and the applicable valuation method.
06
If there were multiple transactions, you can attach additional sheets with the required information.
07
Move on to Part III - Valuation Method, where you need to select the appropriate method used to determine the fair market value of the specified securities.
08
You may also need to provide additional details and supporting documentation to substantiate the chosen valuation method.
09
Add any additional explanations or information in Part IV - General Instructions, if necessary.
10
Review the completed form to ensure accuracy and completeness before submitting it.
11
Sign and date the form, and keep a copy for your records.
12
Submit the form to the IRS according to the instructions provided.

Who needs form 8937 rev december?

01
Form 8937 rev December is required to be filed by issuers of specified securities.
02
This includes corporations, partnerships, trusts, or other entities that make organizational actions affecting the basis of specified securities.
03
Issuers must use this form to report certain organizational actions, such as stock splits, stock redemptions, mergers, or acquisitions.
04
Additionally, any recipient of specified securities who acquires them in an organizational action may also need to refer to form 8937 for reporting purposes.
05
It is important to consult the IRS guidelines or a tax professional to determine if you need to file form 8937 rev December.
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Form 8937 rev december is used to report organizational actions that affect the tax basis of stock shares.
The issuer of the stock is required to file form 8937 rev december.
Form 8937 rev december must be filled out with information regarding the organizational action and the impact on stock basis.
The purpose of form 8937 rev december is to report any organizational actions that affect the tax basis of stock shares.
Form 8937 rev december must include details about the organizational action, the impact on stock basis, and any other relevant information.
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