Get the free Form 8937 (Rev. December 2017)

8937Form (December 2017) Department of the Treasury Internal Revenue Serviceman Report of Organizational Actions Affecting Basis of Securities a 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. Start by downloading the latest version of form 8937 rev December from the official IRS website.
3. Read the instructions carefully to understand the purpose and requirements of the form.
4. Gather all the necessary information and documentation needed to complete the form, such as the issuer's name, tax identification number, and details of the organizational actions.
5. Begin filling out the form by providing the required information in the designated fields. Make sure to follow the specific instructions and provide accurate information.
6. Double-check all the information entered to ensure its accuracy and completeness.
7. Attach any supporting documents or schedules as required by the instructions.
8. Review the completed form one more time to verify its accuracy and make any necessary corrections.
9. Sign and date the form. If you are filing on behalf of a company, include the authorized signature.
10. Keep a copy of the filled-out form and all supporting documents for your records.
11. Submit the completed form to the IRS according to the instructions provided.

Who needs form 8937 rev december?

1. Form 8937 rev December is needed by companies or issuers that had an organizational action, such as a merger, acquisition, or other capital changes, which may have tax implications for their shareholders.
2. It is also required for any shareholder who received cash, stock, or other property as part of an organizational action and needs to report the transaction in their tax return.
3. Consulting with a tax professional or referring to the IRS guidelines can help determine the exact circumstances in which Form 8937 is required.

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What is Form 8937 rev December?

Form 8937 rev December is used to report organizational actions affecting 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 securities must file Form 8937.

How to fill out form 8937 rev December?

Form 8937 should be filled out with details of the organizational action, including the name and address of the corporation, details of the action, and the impacted securities.

What is the purpose of form 8937 rev December?

The purpose of Form 8937 is to report organizational actions that may affect the basis of securities, to ensure accurate tax reporting.

What information must be reported on form 8937 rev December?

Form 8937 must report details of the organizational action, the corporation involved, the affected securities, and the impact on basis.