Get the free Form 8937 (Rev. December 2011) - Monroe Capital Corporation

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I See OMB No. 1545-2224 separate instructions. Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev December?

1. Begin by accessing the official IRS website or visiting a reliable tax software provider to obtain a copy of form 8937 rev December. This form is used to report the organization actions that affect the basis of securities.
2. Provide your identification information in the first section of the form. Include your name, address, taxpayer identification number, and date of the event being reported.
3. Complete Part I of the form, which requires you to describe the organizational action that took place. This may include details such as stock splits, mergers, acquisitions, spin-offs, or other events that have an impact on the basis of your securities.
4. In Part II, provide the details of the securities that were affected by the organizational action. Include the name of the security, CUSIP number, description, and the number of shares or units held before and after the event.
5. Part III of the form is used to determine the new adjusted basis of the securities. This section requires you to calculate and report the adjusted basis of the securities affected by the organizational action.
6. If necessary, include any additional attachments or schedules that may be required to support the information provided in the form. These may include computations, summaries, or any other relevant documentation.
7. Once you have completed all the necessary sections and reviewed the form for accuracy, sign and date it. Ensure that all the information provided is true, correct, and complete to the best of your knowledge.

Who needs form 8937 rev December?

1. Shareholders or investors who have experienced an organizational action that affects the basis of their securities are typically required to fill out form 8937 rev December. This can include events such as stock splits, mergers, acquisitions, spin-offs, or other actions.
2. Companies or organizations that carry out organizational actions affecting the basis of securities also need to file form 8937 rev December. This form is used to report the details of the action to the IRS and provide necessary information to affected shareholders or investors.
3. Tax professionals or accountants who handle the reporting and filing requirements for shareholders or companies involved in organizational actions will also need to be familiar with form 8937 rev December. They may assist in filling out the form accurately and ensuring compliance with IRS regulations.

For pdfFiller’s FAQs

What is form 8937 rev december?

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

Who is required to file form 8937 rev december?

The issuer of the specified securities is required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out by providing the relevant information about the organizational actions and their impact on the basis of specified securities.

What is the purpose of form 8937 rev december?

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

What information must be reported on form 8937 rev december?

Form 8937 rev december must include details of the organizational actions, the date of the action, the CUSIP or other identifier of the specified securities, the percentage of basis information, and any other relevant information required by the form.

When is the deadline to file form 8937 rev december in 2023?

The deadline to file form 8937 rev december in 2023 is 45 days after the organizational action.

What is the penalty for the late filing of form 8937 rev december?

The penalty for the late filing of form 8937 rev december is $100 per day, up to a maximum of $1.5 million.

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