Get the free Form 8937 (Rev. December 2011) - Northern Trust

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

How to fill out form 8937 rev december

How to fill out form 8937 rev December:

1. Start by downloading form 8937 rev December from the official website of the Internal Revenue Service (IRS).
2. Carefully read the instructions provided on the form to understand the information required and the steps to be followed.
3. Begin by entering the name of the issuer of the specified security in line 1. This is typically the name of the corporation that issued the security.
4. In line 2, provide the taxpayer identification number (TIN) of the issuer. This can be the employer identification number (EIN) or social security number (SSN) of the corporation. Ensure the accuracy of this information.
5. Indicate the date of the initial public announcement or public offering of the specified security in line 3.
6. Moving to line 4, enter the date of the close of the offering or sale of the specified security.
7. Provide a description of the specified security in line 5. This includes details such as the type of security issued and any special characteristics.
8. In line 6, specify the total gross proceeds from the offering or sale of the specified security. This should be the total amount received by the issuer.
9. Enter the total adjusted issue price (TAIP) of the specified security in line 7. The TAIP is generally the issue price minus any underwriting discounts or commissions.
10. Calculate and enter the excess of the TAIP over the gross proceeds in line 8. This is the difference between the TAIP and the gross proceeds.
11. Complete any additional information required in Part II of the form, if applicable.
12. Sign and date the form in Part III to certify that the information provided is accurate and complete.
13. Keep a copy of the completed form for your records and submit the original to the IRS as specified in the instructions.

Who needs form 8937 rev December?

1. Issuers of specified securities who made an initial public announcement or conducted a public offering or sale of the security during the tax year generally need to fill out form 8937 rev December. This includes corporations and other entities that issued stocks, bonds, or other securities to the public.
2. Issuers who need to report the excess of the total adjusted issue price (TAIP) over the gross proceeds for the specified security will also require form 8937.
3. The form helps the IRS and investors to determine the tax consequences related to the issuance or sale of specified securities. It provides transparency and compliance with the reporting requirements set by the IRS.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev December is used to report information on organizational actions affecting the basis of securities.

Who is required to file form 8937 rev december?

Any corporation that is a party to an organizational action that affects the basis of the security holder.

How to fill out form 8937 rev december?

Form 8937 rev December must be completed with information on the organizational action, calculation of adjusted basis, and other required details.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev December is to report any organizational actions that affect basis of securities to the IRS and security holders.

What information must be reported on form 8937 rev december?

Information such as issuer details, description of the organizational action, determination of adjusted basis, and other relevant information.

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