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B. Riley Financial, Inc. EIN: 270223495 Attachment to Form 8937 Form 8937 Part II, Line 14 On June 1, 2017, pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of March 15,

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How to fill out form 8937 - b

01

To fill out Form 8937-B, follow these steps:

02

Begin by entering the name of the issuer and their employer identification number (EIN) at the top of the form.

03

Provide the address and contact information for the issuer.

04

Indicate the tax year for which the form is being filed.

05

Enter the date of the organizational action and describe the action in detail.

06

Provide the adjusted basis of each class of stock held by the issuer before the action and allocate the total adjusted basis among the shares affected by the action.

07

Calculate and report the fair market value of each class of stock held by the issuer both before and after the action.

08

Determine and report the amount of cash and property distributed in the action, along with any liabilities assumed or discharged.

09

Include any additional information or attachments required by the instructions for the form.

10

Sign and date the form, and provide the contact information of the person completing the form.

11

Retain a copy of the completed form for your records.

12

It is recommended to consult with a tax professional or refer to the IRS instructions for Form 8937-B for detailed guidance.

Who needs form 8937 - b?

01

Form 8937-B is used by issuers of specified securities to report organizational actions that affect the basis of the securities held by the issuer.

02

Issuers who undergo specific types of organizational actions, such as a merger, acquisition, or issuance of new shares, may be required to file Form 8937-B.

03

Additionally, the form may be required when there are differences in the fair market value and adjusted basis of the securities involved in the action.

04

It is important for issuers and their tax advisors to determine if the reporting requirements apply to their specific situation.

05

For specific details and instructions, it is recommended to refer to the IRS guidelines regarding Form 8937-B.

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What is form 8937 - b?

Form 8937 - b is used to report organizational actions that affect the basis of a security.

Who is required to file form 8937 - b?

The issuer of the security is required to file form 8937 - b.

How to fill out form 8937 - b?

Form 8937 - b should be filled out with the relevant information regarding the organizational action that occurred.

What is the purpose of form 8937 - b?

The purpose of form 8937 - b is to inform taxpayers of the change in basis of a security due to an organizational action.

What information must be reported on form 8937 - b?

Form 8937 - b must include details of the organizational action, the date of the action, and the change in basis of the security.

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