Get the free Form 8937 (Rev. December 2011) - SunAmerica Mutual Funds

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

How to fill out form 8937 rev december

How to fill out Form 8937 rev December:

1. Start by gathering all the necessary information and documents required to complete Form 8937. This includes the company's name, address, and taxpayer identification number, as well as details about the corporate actions being reported.
2. Begin filling out Part I of the form, which asks for basic identifying information about the company and stock being reported. Provide accurate details such as the CUSIP number, class of stock, and the dates relevant to the transaction.
3. Move on to Part II, where you need to provide a detailed description of the corporate actions being reported. This includes information such as the date of the action, the type of action, and any relevant codes or references.
4. In Part III, you are required to disclose any significant differences between the actual tax treatment and the treatment as reported to shareholders. This section also requires you to provide an explanation for any differences, if applicable.
5. Next, proceed to Part IV, where you will provide the names, addresses, and taxpayer identification numbers of any other parties involved in the corporate action, such as brokers or agents.
6. Complete Part V, which covers the section related to the filing of the form, including the date it was submitted, the method of filing, and the contact person for any inquiries.
7. Finally, review the completed form thoroughly to ensure accuracy and sign and date it appropriately. Make sure to retain a copy of the form for your records and submit it to the relevant authorities before the designated due date.

Who needs Form 8937 rev December:

1. Companies that engage in specified corporate actions such as stock splits, mergers, acquisitions, or other transactions need to file Form 8937. This form is usually required when the company is responsible for reporting certain tax information regarding the corporate action to the Internal Revenue Service (IRS).
2. Shareholders and potential investors may also need Form 8937 to understand the tax implications of a specific corporate action that affects their investment. The form provides important details and clarifies the tax treatment of the action, ensuring accurate reporting and compliance with IRS regulations.
3. Additionally, brokers, financial institutions, and other third parties involved in the transaction may require Form 8937 to complete their own reporting obligations and provide accurate tax information to shareholders and the IRS.

Overall, Form 8937 rev December is necessary for both companies and individuals involved in corporate actions to fulfill their legal and regulatory tax requirements and provide transparency regarding the tax treatment of the reported actions.

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