Get the free 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 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 the form from the official IRS website.
3. Read the instructions carefully to understand the requirements and determine if you are eligible to fill out this form.
4. Provide the required identifying information at the top of the form, such as your name, address, and taxpayer identification number.
5. Fill out Part I of the form, which includes information about the issuer and the organizational actions being reported.
6. Proceed to Part II and enter the details on the securities involved in the organizational actions.
7. Complete Part III to report the tax consequences of the organizational actions.
8. If necessary, continue with Part IV to provide additional information or explanations.
9. Once you have filled out all the relevant sections, review the form to ensure accuracy and completeness.
10. Sign and date the form in the designated area.
11. Keep a copy for your records.
12. Submit the completed Form 8937 rev December to the appropriate IRS office or follow any filing instructions mentioned in the form.

Who needs form 8937 rev december?

1. Form 8937 rev December is required by issuers of specified securities who have undergone an organizational action that affects the basis of the security. This form is used to report the actions to the Internal Revenue Service (IRS) and the holders of the securities. Additionally, it may be necessary for entities, such as corporations or mutual funds, who are responsible for filing information returns with the IRS. It is recommended to consult a tax professional or refer to IRS guidelines to determine if you need to file Form 8937 rev December.

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What is form 8937 rev december?

Form 8937 rev December is used to report organizational actions that affect the tax basis of stock owned by individuals or corporations.

Who is required to file form 8937 rev december?

Corporations are required to file form 8937 rev December when an organizational action impacts the tax basis of their stock.

How to fill out form 8937 rev december?

Form 8937 rev December should be filled out by providing information about the organizational action, the stock affected, the date of the action, and the tax basis adjustments.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev December is to inform the IRS and shareholders about the tax basis adjustments resulting from organizational actions.

What information must be reported on form 8937 rev december?

Form 8937 rev December must include details about the organizational action, the impact on tax basis, and any required tax basis adjustments.