Get the free Form 8937 (Rev. December 2011) - American Century Investments

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

How to fill out form 8937 rev december

How to fill out form 8937 rev december

1. Gather all the necessary information and documents required to fill out Form 8937 rev December.
2. Start by entering your name, address, and other identifying information at the top of the form.
3. Provide the date of the transaction and the description of the action that triggers the need for filing Form 8937.
4. Fill out Part I of the form, which requires you to disclose the issuer's name, CUSIP number, and the exact title of the action.
5. Calculate and report the current holders and the number of outstanding publicly held shares before and after the action.
6. Determine the fair market value of the action and report it in the appropriate sections of the form.
7. Complete Part II of the form if there are multiple actions to be disclosed. Provide all the necessary details for each action.
8. Review and double-check all the information provided before submitting the form to ensure accuracy.
9. Once you are confident that all the information is correct, sign and date the form before submitting it to the appropriate authority.
10. Keep a copy of the completed Form 8937 rev December for your records.

Who needs form 8937 rev december?

1. Form 8937 rev December is required to be filed by issuers of specified securities who undergo certain organizational actions that affect the basis of the securities held by their shareholders.
2. Any issuer who qualifies for reporting must file Form 8937 with the Internal Revenue Service (IRS) for each organizational action they undertake that falls under the requirements for disclosure.
3. The form helps to provide transparency and clarity to shareholders regarding the tax consequences of the organizational actions and serves as a record for the IRS.

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What is form 8937 rev december?

Form 8937 rev december is used to report whether an organizational action affects the tax basis of securities held by a shareholder.

Who is required to file form 8937 rev december?

Any corporation that executes an organizational action that affects the tax basis of its securities needs to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december should be completed by providing details of the organizational action and the impact on the tax basis of securities held by shareholders.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report any organizational action that affects the tax basis of securities owned by shareholders.

What information must be reported on form 8937 rev december?

The form should include details of the organizational action, the impact on the tax basis of securities, the number of shares outstanding, and any other relevant information.