Get the free Form 8937 (Rev. December 2017) - Kilroy Realty

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. To fill out Form 8937 Rev December, follow these steps:
2. Gather all the necessary information and documents, such as the corporation's identification number, details of the organizational action, and other relevant data.
3. Start by entering the name of the corporation requesting the ruling or determination and its federal EIN (Employer Identification Number) at the top of the form.
4. Provide the corporation's mailing address, city, state, and ZIP code.
5. Describe the organizational action in detail, including the date it took place and the type of transaction involved.
6. Calculate and report the tax consequences related to the transaction, including the fair market value and the adjusted basis.
7. Attach any supporting documents or statements required to support the information provided.
8. Review the completed form for accuracy and make any necessary corrections or amendments.
9. Sign and date the form.
10. Submit the form to the appropriate IRS office as instructed in the form's guidelines.
11. Keep a copy of the filled-out form for your records.

Who needs form 8937 rev december?

1. Form 8937 Rev December is needed by corporations or entities that undergo an organizational action, which may result in significant changes to the tax consequences for their shareholders.
2. These actions can include corporate reorganizations, mergers, acquisitions, stock splits, or spin-offs.
3. The form helps both the corporation and its shareholders to report and comply with the relevant tax obligations and requirements.
4. It provides the necessary information for shareholders to determine their tax liability and properly report the transaction on their individual tax returns.
5. Furthermore, the IRS may also request corporations to fill out Form 8937 to ensure compliance with tax regulations and to assess the accuracy of the reported information.

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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 specified securities.

Who is required to file form 8937 rev december?

Corporations that have undertaken organizational actions affecting the tax basis of specified securities are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out by providing details of the organizational action taken and the impact on the tax basis of specified securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report organizational actions that affect the tax basis of specified securities to the IRS and shareholders.

What information must be reported on form 8937 rev december?

Form 8937 rev december must include details of the organizational action, date of the action, description of specified securities affected, and the impact on tax basis.