Get the free Form 8937 (Rev. December 2017) - Franklin Templeton
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8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2017)
Department of the Treasury
Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting
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How to fill out form 8937 rev december
How to fill out form 8937 rev december
01
Begin by downloading Form 8937 Rev December from the official website of the Internal Revenue Service (IRS).
02
Read the instructions provided with the form carefully to understand the requirements and guidelines for filling it out.
03
Gather all the necessary information and documents needed to complete the form. This may include details about the applicable corporation or entity, stockholders, and any relevant transactions.
04
Start by providing the general information at the top of the form, such as the name of the issuer and the tax year being reported.
05
Proceed to the 'Description of Transaction' section and provide a detailed explanation of the specific transaction or event that requires the filing of Form 8937.
06
Complete the 'Holder Information' section by providing details about the stockholders or security holders affected by the transaction.
07
If there are multiple transactions or events to report, use additional sheets or provide attachments as necessary.
08
Review the completed form thoroughly to ensure accuracy and completeness. Make any necessary corrections or amendments before submitting it.
09
Sign and date the form as required, and keep a copy for your records.
10
Submit the filled-out Form 8937 to the appropriate IRS address by the specified deadline.
11
If you have any doubts or questions, consult with a tax professional or contact the IRS directly for further assistance.
Who needs form 8937 rev december?
01
Form 8937 Rev December is needed by corporations or entities that have undergone specific reportable events or transactions. These could include actions such as organizational actions affecting basis of securities, stock splits, stock distributions, spin-offs, mergers, acquisitions, or other similar events. The form must be filed by the issuer or a party responsible for reporting these events to inform the IRS and affected stockholders or security holders.
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What is form 8937 rev december?
Form 8937 rev december is used to report organizational actions that affect the basis of securities. These actions include corporate mergers, acquisitions, spin-offs, and stock splits.
Who is required to file form 8937 rev december?
Issuers of securities involved in organizational actions that affect the basis of securities are required to file form 8937 rev december.
How to fill out form 8937 rev december?
Form 8937 rev december must be completed with accurate information about the organizational action, including details on the securities involved, the date of the action, and the impact on the basis of the securities.
What is the purpose of form 8937 rev december?
The purpose of form 8937 rev december is to provide investors with information on the tax consequences of organizational actions that impact the basis of securities they hold.
What information must be reported on form 8937 rev december?
Form 8937 rev december requires information such as the name and address of the issuer, details of the organizational action, the CUSIP number of the securities involved, and the impact on the basis of the securities.
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