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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

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. Begin by providing your company's name, address, and employer identification number (EIN) in Part I.
3. In Part II, you need to specify the securities for which you are filing Form 8937. This includes the CUSIP number, description, and quantity of each security.
4. Indicate whether any of the securities are issued as part of an organizational action in Part III. If yes, provide the date of the action and describe the action.
5. If there are any adjustments to the stated principal amount of a debt instrument, report them in Part IV.
6. In Part V, provide additional information or attachments, if applicable.
7. Complete the certification section in Part VI by signing and dating the form.
8. Make sure to keep a copy of the completed Form 8937 for your records.
9. Note: This is a general overview. It is important to refer to the official instructions and guidelines provided by the Internal Revenue Service (IRS) to ensure accurate completion of Form 8937 rev December.

Who needs form 8937 rev december?

1. Form 8937 rev December is needed by companies that have undertaken an organizational action, such as a merger, acquisition, or stock split, and need to report information related to the action to the Internal Revenue Service (IRS). It is also required when there are adjustments to the stated principal amount of a debt instrument. Companies and entities subject to U.S. federal income tax should consult the IRS guidelines to determine if they need to file Form 8937.

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What is form 8937 rev december?

Form 8937 rev december is a form used by issuers of specified securities to report organizational actions that affect the tax basis of such securities.

Who is required to file form 8937 rev december?

Any issuer of specified securities who undertakes an organizational action that affects the tax basis of the securities.

How to fill out form 8937 rev december?

Form 8937 rev december should be filled out by providing the required information such as issuer details, description of the organizational action, and the impact on the tax basis of the securities.

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 specified securities to the IRS.

What information must be reported on form 8937 rev december?

The form must include details of the issuer, description of the organizational action, date of the action, effect on the tax basis of the securities, and other relevant information.