Get the free Form 8937 (Rev. December 2017). Report of Organizational Actions Affecting Basis of ...

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev december

1. Step 1: Obtain a copy of Form 8937 rev December from the IRS website or a tax professional.
2. Step 2: Read the instructions provided with the form thoroughly to understand the requirements and procedures.
3. Step 3: Gather all the necessary information and documentation needed to complete the form, including details about the organizational actions that triggered the need for filing Form 8937.
4. Step 4: Fill out the identification information at the top of the form, such as the name of the issuer, the issuer's employer identification number (EIN), and the date of the initial organizational action.
5. Step 5: Complete the sections of the form related to the specific organizational actions that occurred, providing the required details and supporting documentation.
6. Step 6: Review the completed form for accuracy and completeness, making sure all relevant information is included and all calculations are correct.
7. Step 7: Sign and date the form as the responsible individual or authorized representative.
8. Step 8: Submit the completed and signed Form 8937 to the IRS in accordance with the instructions provided.
9. Step 9: Retain a copy of the completed form and any supporting documentation for your records.
10. Step 10: Consult with a tax professional or seek further guidance from the IRS if you have any questions or need assistance in filling out Form 8937.

Who needs form 8937 rev december?

1. Form 8937 rev December is required by issuers of certain specified securities that have undergone organizational actions, such as corporate actions or events that affect the tax basis of these securities.
2. The form is typically needed by corporations, partnerships, trusts, associations, or other entities that are required to adjust the tax basis for specified securities as a result of an organizational action.
3. Investors or holders of the specified securities may also need to refer to Form 8937 for information regarding the proper reporting of these securities on their tax returns.

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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 tax basis of securities.

Who is required to file form 8937 rev december?

Corporations that have undertaken organizational actions such as stock splits or mergers 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 detailed information about the organizational action, including the date of the action, the type of action, and the impact on the tax basis of the securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to inform the IRS and shareholders about organizational actions that may impact the tax basis of securities.

What information must be reported on form 8937 rev december?

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