Get the free Form 8937 (Rev. December 2011) - Huntington 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 downloading Form 8937 Rev December from the official website of the Internal Revenue Service (IRS).
2. Begin by providing the required identification information at the top of the form, including the name of the issuer, the issuer's employer identification number (EIN), and the address of the issuer.
3. Next, provide the name and contact information of the person responsible for completing the form.
4. Specify the date on which the information provided on the form becomes publicly available.
5. Identify the class or series of the issuer's stock or securities that are being addressed in the form.
6. Detail the specific organizational actions or events that have occurred concerning the stock or securities. Describe each action or event separately and provide the date on which it occurred.
7. Indicate the purpose of filing Form 8937 and specify whether it is being filed for the initial organization or an amendment to a previously filed form.
8. Include all the necessary attachments and information that support the completion of Form 8937.
9. Review the accuracy and completeness of the form before submitting it to the IRS. Retain a copy for your records as well.

Who Needs Form 8937 Rev December:

1. Issuers of publicly traded stock or securities who have undergone significant organizational actions or events need to file Form 8937. These actions or events usually involve the issuance, repurchase, redemption, or retirement of stock or securities.
2. The form provides relevant information to the IRS and shareholders, ensuring transparency and compliance with tax regulations.
3. By filing Form 8937, issuers can communicate important details about the organizational actions or events to shareholders, such as any potential tax consequences or changes in the tax basis of their investments.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev december is used to report organizational actions that affect the tax basis of securities.

Who is required to file form 8937 rev december?

Any corporation that effects an organizational action that affects the tax basis of its securities is required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out by providing the required information about the organizational action that occurred.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report changes in tax basis resulting from organizational actions.

What information must be reported on form 8937 rev december?

Form 8937 rev december must include information such as the name and address of the issuer, the CUSIP number of the security, and details of the organizational action.

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