Get the free IRS Form 8937 - November 30, 2012 - Alerian MLP ETF

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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

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How to fill out irs form 8937

How to Fill Out IRS Form 8937:

Gather the necessary information:

Start by collecting all the relevant information required to complete IRS Form 8937. This includes details about the corporate action that triggered the need for the form, such as a merger, acquisition, or stock split.

Identify the reporting party:

Determine who is responsible for filing IRS Form 8937. Usually, it is the corporation or entity involved in the corporate action.

Provide the corporate information:

Fill in the necessary corporate details, including the name, address, and employer identification number (EIN) of the reporting entity. This information helps the IRS identify the filer.

Fill out the description of the transaction:

Provide a detailed description of the corporate action that led to the need for IRS Form 8937. This description should include the effective date, purpose of the transaction, and any other relevant details.

List the impacted securities:

Identify and list all the securities impacted by the corporate action. Include the name of the security, the CUSIP or other identification numbers, and the number of shares or units affected.

Determine the tax consequences:

Evaluate and determine the tax consequences of the corporate action for the affected securities. Indicate whether it resulted in a taxable event, a tax-free exchange, or any other tax implications.

Calculate the fair market value (FMV):

If necessary, calculate the fair market value of the securities involved in the transaction. Use established valuation methods to determine the accurate FMV.

Sign and submit the form:

After completing all the required sections of IRS Form 8937, double-check the information for accuracy. Sign and submit the form to the IRS within the designated time frame.

Who Needs IRS Form 8937:

01

Corporations or entities involved in certain corporate actions such as mergers, acquisitions, or stock splits may need to file IRS Form 8937.

02

This form is important for companies to report the details of these transactions to the Internal Revenue Service and provide information about the tax consequences for the affected securities.

03

It allows the IRS to monitor and ensure compliance with tax regulations related to corporate actions.

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What is irs form 8937?

IRS Form 8937 is used to report organizational actions that affect the basis of securities.

Who is required to file irs form 8937?

Issuers of securities involved in organizational actions are required to file IRS Form 8937.

How to fill out irs form 8937?

IRS Form 8937 should be filled out with information about the organizational action, the securities affected, and the adjustments to basis.

What is the purpose of irs form 8937?

The purpose of IRS Form 8937 is to report changes in the basis of securities due to organizational actions.

What information must be reported on irs form 8937?

Information such as the name and address of the issuer, description of the action, CUSIP number of the security, and the adjustments to basis must be reported on IRS Form 8937.

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