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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman I See separate instructions. Reporting Issuer1 Issuer\'s

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How to fill out irs form 8937

01

To fill out IRS form 8937, follow these steps:

02

Obtain the form from the IRS website or your tax preparer.

03

Read the instructions on the form carefully to understand the requirements.

04

Provide your name, taxpayer identification number, and contact information.

05

Enter the relevant transaction information, including the date and description of the transaction.

06

Calculate the amount of the deemed dividend or specified redemption price, if applicable.

07

Attach any supporting documents or schedules as instructed on the form.

08

Review the completed form for accuracy and completeness.

09

Sign and date the form.

10

Keep a copy of the form for your records.

11

Submit the form to the IRS according to the instructions provided.

Who needs irs form 8937?

01

IRS form 8937 is required by corporations that have undergone certain specified transactions, such as acquisitions, mergers, or certain redemptions. This form is used to report those transactions to the IRS and provide information on any deemed dividends or specified redemption prices associated with the transactions. Shareholders and investors may also need this form for tax reporting purposes.

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What is irs form 8937?

IRS Form 8937 is a form used to report organizational actions that affect the tax basis of securities, such as stock splits, mergers, and dividend distributions.

Who is required to file irs form 8937?

Entities such as corporations, partnerships, and other organizations that take organizational actions that impact the tax basis of securities are required to file IRS Form 8937.

How to fill out irs form 8937?

To fill out IRS Form 8937, one must provide detailed information about the organizational action, including the type of action, its tax impact, and relevant dates. It may also require calculations of the adjusted basis of the securities involved.

What is the purpose of irs form 8937?

The purpose of IRS Form 8937 is to inform shareholders and the IRS of actions taken by an organization that may affect the tax treatment and basis of an investor's securities.

What information must be reported on irs form 8937?

Information reported on IRS Form 8937 includes the name of the corporation, type of action, effective date, the amount of any distribution, and calculations of the adjusted basis of the securities.

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