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Report of Organizational Actions Affecting Basis of Securities8937Form (December 2017) Department of the Treasury Internal Revenue Serviceman BOMB No. 15450123See separate instructions. Reporting

How to fill out 8937 form december 2017

How to fill out 8937 form december 2017

1. To fill out Form 8937 for December 2017, follow these steps:
2. Begin by entering the unique identifying number of the issuer of the underlying security in Part I, Line 1.
3. Provide the name, address, and telephone number of both the issuer and the person to contact for further information in Part I, Lines 2-4.
4. Indicate whether the issuer is a foreign person or not in Part II, Line 5.
5. Enter the description and CUSIP number of the underlying security in Part II, Lines 6-7.
6. Determine the issue date and the acquisition date of the underlying security in Part II, Lines 8-9.
7. Identify the method used to determine the fair market value in Part II, Line 10.
8. Provide all relevant details for any transactions involving the underlying security in Part III.
9. Attach any additional sheets if needed.
10. Sign and date the form.
11. Keep a copy of the completed form for your records.
12. Ensure that you consult the instructions for more detailed guidance on filling out Form 8937 for December 2017.

Who needs 8937 form december 2017?

1. Form 8937 for December 2017 is typically needed by entities such as corporations, partnerships, trusts, or other organizations that have undergone an organizational action, such as a stock split, merger, acquisition, or corporate restructuring, resulting in a change to the basis of their securities.
2. These entities would be required to file Form 8937 with the Internal Revenue Service (IRS) to report the relevant information related to the organizational action and its impact on the underlying securities of the entity.
3. It is advisable to consult a tax professional or refer to the IRS guidelines to determine if filing Form 8937 is applicable to your specific situation.

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What is 8937 form december department?

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

Who is required to file 8937 form december department?

Corporations and other organizations that have undergone specified organizational actions are required to file the 8937 form.

How to fill out 8937 form december department?

The 8937 form should be filled out with details of the organizational action, including the description of the action, the fair market value of the securities affected, and any adjustments to the basis of the securities.

What is the purpose of 8937 form december department?

The purpose of the 8937 form is to report the organizational actions that impact the basis of securities, ensuring accurate reporting to the IRS.

What information must be reported on 8937 form december department?

The form must include details of the organizational action, the fair market value of the securities, and any adjustments to the basis of the securities.