Get the free Instructions for Form 8937 (Rev. December 2017) - IRS

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 instructions for form 8937

How to fill out instructions for form 8937

1. Step 1: Start by gathering all the necessary information and documents required to fill out Form 8937. This includes details about the relevant securities you are reporting, identification numbers, and any supporting documents.
2. Step 2: Read the instructions for Form 8937 provided by the IRS carefully. Familiarize yourself with the definitions, requirements, and specific guidelines mentioned in the instructions.
3. Step 3: Begin filling out the form by entering your organization's name, address, and other identifying information in the appropriate fields.
4. Step 4: Follow the instructions to provide accurate details about the securities being reported, including their type, quantity, and transaction dates.
5. Step 5: Attach any necessary supporting documents, such as stock purchase agreements or acquisition statements, as instructed in the form.
6. Step 6: Double-check all the information entered to ensure accuracy and completeness.
7. Step 7: Sign and date the form as required, and retain a copy for your records.
8. Step 8: Submit the completed Form 8937 to the appropriate IRS address, following the filing instructions mentioned in the form.
9. Step 9: Keep a record of the submission and any correspondence related to Form 8937 for future reference and potential audits or inquiries.

Who needs instructions for form 8937?

1. Various organizations and entities might need instructions for filling out Form 8937. This form is typically required by issuers of specified securities, which include corporations, partnerships, limited liability companies, and other similar entities.
2. Investors, shareholders, and financial advisors who deal with specified securities may also benefit from understanding these instructions to ensure compliance with IRS reporting requirements.
3. It is recommended to consult with a tax professional or legal advisor to determine whether you or your organization falls under the category of those who need to file Form 8937 and to ensure accurate completion of the form.

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What is instructions for form 8937?

Instructions for form 8937 provide guidance on how to complete the form and report certain organizational actions to the Internal Revenue Service (IRS).

Who is required to file instructions for form 8937?

Corporations or entities that have undertaken specific organizational actions, such as a merger or acquisition, are required to file instructions for form 8937.

How to fill out instructions for form 8937?

Instructions for form 8937 should be completed with accurate information regarding the organizational action, including details on the parties involved, the terms of the transaction, and the tax consequences.

What is the purpose of instructions for form 8937?

The purpose of instructions for form 8937 is to ensure that the IRS receives accurate information about organizational actions that may have tax implications.

What information must be reported on instructions for form 8937?

Information such as the name and address of the corporation, a description of the organizational action, the date of the action, and any relevant tax consequences must be reported on instructions for form 8937.