Get the free Form 8937 (Rev. December 2011) - Liberty Global

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

How to fill out form 8937 rev december

How to fill out form 8937 rev december:

1. Begin by obtaining the form: You can download form 8937 rev December from the official website of the Internal Revenue Service (IRS). It is essential to ensure that you have the most recent version of the form.
2. Provide taxpayer information: Fill out the required taxpayer information at the top of the form, including your name, address, and taxpayer identification number. Make sure to double-check the accuracy of this information.
3. Identify the issuer: Indicate the name of the issuer of the specified financial instrument for which you are filling out the form. This could be a corporation, partnership, or even a trust. Include the issuer's name, address, and taxpayer identification number.
4. Describe the financial instrument: Provide a detailed description of the financial instrument being reported on the form. This includes the specific class or series of the instrument, the unique identifying number or symbol, and any other relevant details.
5. Report the corporate action: Fill out the appropriate sections to report the corporate action involved in the form. This could include a merger, acquisition, or any other event that triggers the need for the form. Provide the relevant dates and details as required by the instructions.
6. Calculate and report the adjustments: If there are any adjustments needed due to the corporate action, compute and report those adjustments in the provided sections. This may include adjustments to the basis, holding period, or any other relevant financial calculations.
7. Attach supporting documentation: Make sure to attach any supporting documentation required by the IRS. This may include prospectuses, offering documents, or any other relevant paperwork that substantiates the information reported on the form.
8. Sign and date the form: After completing all the necessary sections, sign and date the form. If you are filling it out on behalf of a corporation or other entity, also provide your title or capacity within the organization.

Who needs form 8937 rev December:

1. Corporations undergoing a significant corporate action: Form 8937 is typically required for corporations that have engaged in specific corporate actions such as mergers, acquisitions, or reorganizations. It is used to report the reallocation of basis and other relevant information to the shareholders.
2. Partnerships and trusts involved in designated transactions: Partnerships and trusts may also need to file form 8937 when they are involved in transactions that trigger the requirement for reporting. These could include transactions such as mergers or conversions.
3. Shareholders and investors: While shareholders and investors themselves may not be responsible for filling out form 8937, they should be aware of its existence and may need to refer to it when calculating their own tax liability or determining the basis of their investments.

Note: It is important to consult with a tax professional or refer to the official instructions provided by the IRS to ensure accurate completion of form 8937 rev December and determine if it applies to your specific situation.

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What is form 8937 rev december?

Form 8937 rev december is used to report certain organizational actions that affect the basis of securities held by a shareholder.

Who is required to file form 8937 rev december?

Corporations that have taken certain organizational actions that affect the basis of their securities holders are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be completed by providing the required information about the organizational action that occurred and its impact on the basis of securities held by shareholders.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to provide information to shareholders and the IRS about organizational actions that affect the basis of securities.

What information must be reported on form 8937 rev december?

Form 8937 rev december must include information about the corporation taking the action, the type of action that occurred, the securities affected, the date of the action, and the impact on the basis of the securities.