Get the free Form 8937 (Rev. December 2011) - American Century Investments
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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 See OMB No. 15452224 separate instructions. Reporting
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How to fill out form 8937 rev december
How to fill out form 8937 rev december
01
Gather all the necessary information and documents such as your taxpayer identification number, name, and address.
02
Download Form 8937 rev December from the official IRS website.
03
Carefully read the instructions provided with the form to understand the requirements and guidelines.
04
Begin filling out the form by entering your name, address, and taxpayer identification number in the appropriate sections.
05
Provide the issuer's name, employer identification number (EIN), and address in the designated areas.
06
Specify the date of the organizational action or transaction that triggered the need for Form 8937.
07
Describe the steps taken in the organizational action or transaction in detail.
08
Include any applicable codes related to the action or transaction as listed in the instructions.
09
Enter the number of shares or units, the fair market value, and the adjusted basis for each affected class of stock or property.
10
Provide any additional information or explanations required by the form.
11
Review the completed form thoroughly to ensure accuracy and completeness.
12
Sign and date the form before submitting it to the appropriate party or keeping it for your records.
Who needs form 8937 rev december?
01
Form 8937 rev December is needed by issuers of specified securities who have undergone certain organizational actions or transactions.
02
Investors who hold specified securities acquired as part of these actions or transactions may also need to refer to Form 8937 for tax reporting purposes.
03
It is recommended to consult with a tax professional or the IRS guidelines to determine if you need to file this form.
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What is form 8937 rev december?
Form 8937 rev december is a form used by issuers of specified securities to report organizational actions that affect the basis of the 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 about the organizational actions that affect the basis of the specified securities.
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 to the IRS and the holders of the securities.
What information must be reported on form 8937 rev december?
Form 8937 rev december must include information about the issuer, the securities, the organizational action, the date of the action, and the amount of the adjustment to the basis of the securities.
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