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8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2011)
Department of the Treasury
Internal Revenue Serviceman Ia See separate instructions. Reporting Issuer1 Issuer\'s
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How to fill out form 8937 - report
How to fill out form 8937 - report
01
To fill out form 8937 - report, follow these steps:
02
Start by providing the name and address of the issuer of the securities.
03
Specify the type of securities being issued and their CUSIP numbers.
04
Indicate the date the securities were issued, as well as the issue price and any accrued interest.
05
Calculate the adjusted issue price, if applicable, and provide the adjusted issue date.
06
Include any relevant information regarding the issuer's redemption or retirement of the securities.
07
Fill in the details of any corporate actions undertaken by the issuer that impact the securities.
08
Complete the required sections regarding any parties that are significant holders of the securities.
09
Provide the information of any broker or nominee that held the securities on behalf of others.
10
Add any additional information that may be necessary to accurately report the issuance of the securities.
11
Review the form for accuracy and completeness before submitting it to the appropriate tax authorities.
Who needs form 8937 - report?
01
Form 8937 - report is needed by companies or issuers of securities who have undergone certain corporate actions that result in an issuance or retirement of securities. This form is used to report such actions to the Internal Revenue Service (IRS) and other relevant tax authorities. It is important for companies to accurately fill out this form to comply with tax regulations and provide transparency to investors and other stakeholders.
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What is form 8937 - report?
Form 8937 is used to report organizational actions that affect the basis of securities, such as stock splits or mergers.
Who is required to file form 8937 - report?
The issuer of the security is required to file form 8937.
How to fill out form 8937 - report?
Form 8937 must be completed with information about the organizational action, including the details of the action and the impact on the security's basis.
What is the purpose of form 8937 - report?
The purpose of form 8937 is to provide the IRS and shareholders with information about how certain organizational actions affect the basis of securities.
What information must be reported on form 8937 - report?
Form 8937 must include details about the organizational action, the securities affected, the determination of the fair market value, and the impact on the security's basis.
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