Get the free Form 8937 (Rev. December 2011) - IRS.gov

8937FormReport of Organizational Actions Affecting Basis of Securities(December 2011) Department of the Treasury Internal Revenue Serviceman See separate instructions. Reporting Issuer 2 Issuer\'s

How to fill out form 8937 rev december

How to fill out form 8937 rev december

1. To fill out form 8937 rev December, follow these steps:
2. Start by entering the name of the issuer and the issuer's employer identification number (EIN).
3. Provide the contact information of the person responsible for the completion of the form.
4. Specify the securities for which the form is being filed, including the CUSIP numbers and the descriptions.
5. Indicate whether the issuer is a corporation, partnership, trust, or other entity.
6. Include the effective date of the organizational action that triggered the requirement to file the form.
7. Provide information regarding the fair market value and the adjusted basis of the securities.
8. Calculate and report the overall exchange ratio, if applicable.
9. Complete the sections related to the issuer's classification, status, and tax year.
10. Sign and date the form to certify its accuracy and completeness.
11. Retain a copy of the form for your records.

Who needs form 8937 rev december?

1. Form 8937 rev December is required by issuers of specified securities who undergo an organizational action that affects the basis of those securities.
2. Generally, this form must be filed by corporations, partnerships, trusts, or other entities that issue securities that are subject to a potential adjustment to the basis.
3. It is used to report and disclose information related to specified corporate actions, such as stock splits, stock dividends, or mergers.

For pdfFiller’s FAQs

Can I create an electronic signature for signing my form 8937 rev december in Gmail?

With pdfFiller's add-on, you may upload, type, or draw a signature in Gmail. You can eSign your form 8937 rev december and other papers directly in your mailbox with pdfFiller. To preserve signed papers and your personal signatures, create an account.

Can I edit form 8937 rev december on an iOS device?

Use the pdfFiller mobile app to create, edit, and share form 8937 rev december from your iOS device. Install it from the Apple Store in seconds. You can benefit from a free trial and choose a subscription that suits your needs.

How do I edit form 8937 rev december on an Android device?

With the pdfFiller Android app, you can edit, sign, and share form 8937 rev december on your mobile device from any place. All you need is an internet connection to do this. Keep your documents in order from anywhere with the help of the app!

What is form 8937 rev december?

Form 8937 rev December is used for reporting organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

The issuer of securities involved in an organizational action is required to file Form 8937 rev December.

How to fill out form 8937 rev december?

Form 8937 rev December should be filled out by providing information about the organizational action, including the date, description, and the impact on the basis of securities.

What is the purpose of form 8937 rev december?

The purpose of Form 8937 rev December is to report organizational actions that may affect the basis of securities for tax purposes.

What information must be reported on form 8937 rev december?

Form 8937 rev December must include information such as the issuer's name, EIN, description of the action, date of the action, and the impact on the basis of securities.