Get the free Form 8937 (Rev. December 2011) - First Bank

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman I See OMB No. 15452224separate instructions. Reporting

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 entering the name of the issuer on line 1.
3. Provide the issuer's employer identification number (EIN) on line 2.
4. Indicate the date of the corporate action on line 3.
5. Enter the description of the corporate action on line 4.
6. Provide the total number of shares exchanged or redeemed on line 5a.
7. Enter the fair market value of stock (FMV) received on line 5b.
8. Fill out the table in Part I if there were multiple corporate actions.
9. Complete Part II if there were any adjustments or allocations of gain or loss.
10. Include any additional information or attachments required.
11. Sign and date the form.
12. Retain a copy of the completed form for your records.

Who needs form 8937 rev december?

1. Form 8937 Rev December is needed by any issuer of a specified security or shareholder.
2. This form is required to report certain corporate actions, such as stock splits, mergers, or exchanges.
3. It is used to provide information to shareholders and the IRS regarding the tax consequences of the corporate action.
4. Both the issuer and the shareholders benefit from the proper completion and filing of Form 8937 Rev December.

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What is form 8937 rev december?

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

Who is required to file form 8937 rev december?

Corporations that have undergone organizational actions that impact the tax basis of a security.

How to fill out form 8937 rev december?

Form 8937 rev december must be completed with accurate information regarding the organizational action and its 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 report any organizational actions that affect the tax basis of securities.

What information must be reported on form 8937 rev december?

Form 8937 rev december requires information about the organizational action, the affected securities, and the impact on the tax basis.