Get the free Form 8937 (Rev. December 2011) - DWSMutual Funds

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman Ia 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. Download the form from the official Internal Revenue Service (IRS) website.
3. Read the instructions carefully to understand the requirements and guidelines for completing the form.
4. Gather all the necessary information and documentation related to the transactions or events being reported on the form.
5. Begin filling out the form by providing your name, contact information, and taxpayer identification number.
6. Enter the description of the organizational action or transaction being reported.
7. Provide the date of the organizational action or transaction.
8. Include the number of shares or units issued or redeemed.
9. Determine the fair market value of the shares or units.
10. Calculate and report the adjusted basis of the shares or units.
11. Complete the section for determining whether there is a general or public trading market for the shares or units.
12. Provide any additional information or attachments required by the form instructions.
13. Double-check all the information provided for accuracy and completeness.
14. Sign and date the form.
15. Make a copy of the completed form for your records.
16. Submit the original form to the appropriate IRS address as instructed in the form instructions.
17. It is recommended to consult with a tax professional or refer to the official IRS instructions for any specific requirements or details related to your situation.

Who needs form 8937 rev december?

1. Form 8937 Rev December is needed by any taxpayer or entity that is required to report certain organizational actions or transactions to the IRS. It is specifically used to report actions affecting the basis of securities. This form may be required by individuals, corporations, partnerships, trusts, or other entities that have engaged in qualified actions such as stock splits, stock dividends, mergers, acquisitions, or other similar transactions. It is important to consult the official IRS guidelines or seek professional tax advice to determine if you are required to fill out this form.

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What is form 8937 rev december?

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

Who is required to file form 8937 rev december?

Any corporation or other entity that undergoes an organizational action affecting the basis of its securities is 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 required information such as issuer information, description of the organizational action, and impact on the basis of securities.

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?

Information such as issuer details, description of organizational action, and impact on the basis of securities must be reported on form 8937 rev December.