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8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2011)
Department of the Treasury
Internal Revenue Serviceman Ia See OMB No. 15452224separate instructions. Reporting
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What is 8937 report of organizational?
The 8937 report of organizational is a form used to report organizational actions that affect the tax basis of its stock.
Who is required to file 8937 report of organizational?
Corporations or other organizations that have undergone organizational actions affecting the tax basis of their stock are required to file the 8937 report.
How to fill out 8937 report of organizational?
The 8937 report of organizational can be filled out electronically using the IRS website or by mailing a paper copy to the IRS.
What is the purpose of 8937 report of organizational?
The purpose of the 8937 report is to inform the IRS and shareholders of any organizational actions that may impact the tax basis of the organization's stock.
What information must be reported on 8937 report of organizational?
The 8937 report must include details of the organizational action, the date it occurred, the impact on stock basis, and any other required information.
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