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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017)Department of the Treasury Internal Revenue Serviceman Reporting Issuer OMB No. 15450123See separate instructions.1
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01
Step 1: Obtain a copy of Form 8937 from the IRS website or request it from your tax advisor.
02
Step 2: Review the instructions provided with the form to understand the requirements and reporting guidelines.
03
Step 3: Gather all the necessary information and supporting documents required to fill out the form.
04
Step 4: Complete the form by entering the requested details accurately and legibly.
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Step 5: Double check the form for any errors or missing information before submitting it.
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Step 6: Sign and date the form to certify the accuracy of the information provided.
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Step 7: Keep a copy of the filled-out form and any supporting documents for your records.
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Step 8: Submit the form to the appropriate IRS office or file it electronically, as per the instructions provided.

Who needs form 8937 report of?

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Form 8937 report is required by corporations or other issuers of specified securities.
02
Issuers who undergo an organizational action that affects the basis of the securities held by shareholders are generally required to file this report.
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Additionally, recipients of specified securities may also be required to provide the information from Form 8937 when reporting the transaction on their tax return.
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Form 8937 is a report of organizational actions affecting basis of securities.
Any corporation that is a party to an organizational action that affects the basis of securities.
Form 8937 must be filled out electronically and filed with the IRS.
The purpose of form 8937 is to report information to the IRS and shareholders regarding organizational actions.
Information such as the organizational action, the parties involved, the description of the action, and its impact on basis must be reported.
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