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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?
8937 report of organizational is a form used by organizations to report certain organizational actions to the Internal Revenue Service (IRS).
Who is required to file 8937 report of organizational?
Any corporation that has undergone an organizational action that affects the basis of its stock is required to file Form 8937.
How to fill out 8937 report of organizational?
To fill out Form 8937, the organization must provide information such as its name, EIN, date of corporate action, description of the corporate action, and the aggregate number of shares affected.
What is the purpose of 8937 report of organizational?
The purpose of Form 8937 is to report organizational actions that may affect the basis of stock held by shareholders and to provide the IRS with relevant information for tax purposes.
What information must be reported on 8937 report of organizational?
The information that must be reported on Form 8937 includes the organization's name, EIN, description of the organizational action, date of the action, and the aggregate number of shares affected.
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