Get the free Form 8937 (Rev. December 2017) - Internal Revenue Service

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting

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 the steps below:
2. Begin by entering the company's name and employer identification number (EIN) at the top of the form.
3. Provide the date of the transaction or event that requires the filing of this form.
4. Enter the total number of shares that were involved in the transaction or event.
5. Describe the transaction or event, providing relevant details such as the nature of the transaction and any specific circumstances.
6. Calculate the adjusted basis of the shares and enter it in the appropriate section.
7. Determine the fair market value of the shares involved in the transaction or event and enter it in the form.
8. Compute the amount of cash, property, stock, or other consideration received in the transaction and provide the necessary details.
9. Finally, include any additional information or attachments that may be required, and review the form for accuracy before submitting it to the appropriate authority.
10. Please note that these instructions are general guidelines, and it is advisable to consult the official IRS instructions for Form 8937 rev December for complete and accurate guidance.

Who needs form 8937 rev december?

1. Form 8937 rev December may be needed by companies that have engaged in corporate actions or events that affect the tax basis of their securities.
2. It is required by corporations, mutual funds, real estate investment trusts (REITs), regulated investment companies (RICs), or other entities that have undergone certain organizational transactions or have had actions that could impact their stockholders' or security holders' basis in the entity's securities.
3. It is important to consult with a qualified tax professional or refer to the official IRS guidelines to determine whether your specific situation requires the filing of Form 8937 rev December.

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What is form 8937 rev december?

Form 8937 rev december is a form used by corporations to report organizational actions that affect the tax basis of its stock.

Who is required to file form 8937 rev december?

Corporations that have undergone organizational actions that affect the tax basis of their stock are required to file Form 8937 rev december.

How to fill out form 8937 rev december?

To fill out Form 8937 rev december, corporations must provide information regarding the organizational action, the impact on the tax basis of the stock, and other relevant details.

What is the purpose of form 8937 rev december?

The purpose of Form 8937 rev december is to report organizational actions that impact the tax basis of a corporation's stock to the IRS.

What information must be reported on form 8937 rev december?

Information such as the name and address of the corporation, the date of the organizational action, the type of action, and the impact on the stock's tax basis must be reported on Form 8937 rev december.