Get the free Form 8937 (Rev. December 2011) - Stone Ridge Funds

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15452224separate 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 downloading form 8937 rev December from the Internal Revenue Service (IRS) website.
3. Fill in your personal information in Part I, including your name, address, and taxpayer identification number.
4. In Part II, provide information about the organizational action that triggered the need for the form. This may include details about a merger, acquisition, or other significant corporate event.
5. Complete Part III to provide information about the fair market value of the property involved in the organizational action.
6. In Part IV, indicate whether any tax-exempt parties or related parties were involved in the organizational action.
7. If applicable, complete Part V to provide additional information about the organizational action.
8. Sign and date the form.
9. Make copies of the completed form for your records.
10. Submit the form to the appropriate IRS office as instructed by the form's guidelines.
11. It is recommended to consult with a tax professional or refer to the IRS instructions for more specific guidance on filling out form 8937 rev December.

Who needs form 8937 rev december?

1. Form 8937 rev December is needed by corporations and certain businesses that have undergone specific organizational actions, such as mergers, acquisitions, or other significant corporate events.
2. If your company has engaged in such actions during the specified period mentioned in the form's instructions, it is likely that you will need to fill out form 8937 rev December.
3. It is important to consult with a tax professional or refer to the IRS guidelines to determine if you meet the requirements for filing form 8937 rev December.

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What is form 8937 rev december?

Form 8937 rev december is a form used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

Corporations and partnerships that have undergone organizational actions resulting in an adjustment to 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 filled out with information regarding the organizational action, description of the action, 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 provide the information necessary for shareholders to accurately calculate their basis in the securities.

What information must be reported on form 8937 rev december?

Form 8937 rev december must include information such as the name and address of the filer, description of the action, date of the action, and the impact on the basis of securities.