Get the free Form 8937 (Rev. December 2011) - Columbia Management

Describe the quantitative effect of the organizational action on the basis of the security in the hands of a U.S. taxpayer as an adjustment per share or as a percentage of old basis See Attachment Describe the calculation of the change in basis and the data that supports the calculation such as the market values of securities and the valuation dates See Attachment For Paperwork Reduction Act Notice see the separate Instructions. Describe the organizational action and if applicable the date...

How to fill out form 8937 rev december

How to fill out form 8937 rev december

1. To fill out Form 8937 Rev December, follow these steps:
2. Start by downloading the form from the official IRS website.
3. Read the instructions carefully to understand the requirements and information needed.
4. Enter your name, taxpayer identification number, and contact information in the specified fields.
5. Provide the details of the issuer of the security, including their name, address, and employer identification number.
6. Fill in the required information about the security being issued, such as the description, CUSIP number, and fair market value.
7. Include any relevant supporting documentation, such as valuations or financial statements if required.
8. Complete all other sections of the form, including any additional information required by the IRS.
9. Double-check all the entered information to ensure accuracy and completeness.
10. Sign and date the form.
11. Retain a copy of the completed form for your records.
12. Submit the form to the IRS as per the instructions provided, either electronically or by mail.
13. If submitting by mail, use certified mail with a return receipt to track delivery.

Who needs form 8937 rev december?

1. Form 8937 Rev December is required to be filed by certain issuers of specified securities.
2. The following individuals/organizations may need to file Form 8937:
3. - Corporations and other entities that issue stock in connection with their corporate actions, such as stock splits or spin-offs.
4. - Investment funds or trusts that issue shares or units to their investors.
5. - Partnerships or other entities that issue partnership interests.
6. - Any entity that issues convertible debt, options, or warrants.
7. It is important to consult the instructions or seek professional advice to determine if you fall into the category of individuals/organizations required to file this form.

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What is form 8937 rev december?

Form 8937 rev december is a form used to report organizational actions that affect the basis of securities such as stock or debt instruments.

Who is required to file form 8937 rev december?

Corporations that have had organizational actions affecting the basis of securities during the tax year are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out with information about the organizational actions taken, the securities involved, and the impact on the basis of the securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report the organizational actions that have affected the basis of securities to the IRS.

What information must be reported on form 8937 rev december?

Information such as the name of the corporation, the type of organizational action, the date of the action, and the impact on the basis of the securities must be reported on form 8937 rev december.