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. Start by downloading Form 8937 Rev December from the official IRS website.
2. Read the instructions carefully to familiarize yourself with the form.
3. Gather all the necessary information and documents required to complete the form.
4. Begin by providing the company name, address, and taxpayer identification number.
5. Fill in the details of the organizational action that triggered the need for Form 8937.
6. Enter the date of the organizational action and the date the form is being prepared.
7. Provide a detailed description of the organizational action and its tax implications.
8. Calculate the total number of common shares outstanding before and after the action.
9. Include any additional information or attachments required to support your entries.
10. Review the completed form for accuracy and make any necessary corrections.
11. Sign and date the form before submitting it to the appropriate IRS office.
12. Retain a copy of the filled-out form and any supporting documents for your records.

Who needs form 8937 rev december?

1. Companies that have experienced certain organizational actions, such as mergers, acquisitions, or significant changes in ownership structure.
2. Any business entity required to report these organizational actions to the IRS.
3. Tax professionals or accountants responsible for preparing tax returns for such companies.
4. Individuals or investors who have specific tax reporting obligations related to these organizational actions.
5. IRS or regulatory authorities who may request this form for compliance or audit purposes.

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What is form 8937 rev december?

Form 8937 rev december is used by issuers of specified securities to report organizational actions that affect the basis of such securities.

Who is required to file form 8937 rev december?

Issuers of specified securities are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december should be filled out by providing the required information such as issuer details, details of the organizational action, and calculation of the basis adjustment.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report organizational actions that affect the basis of specified securities.

What information must be reported on form 8937 rev december?

Information such as issuer details, details of the organizational action, and calculation of the basis adjustment must be reported on form 8937 rev december.