Get the free Instructions for Form 8937 (Rev. December 2011)

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15452224separate 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 information required to fill out Form 8937, such as the issuer's name, taxpayer identification number, and contact information.
2. Step 2: Read the instructions provided by the IRS for Form 8937 to understand the specific requirements for each section.
3. Step 3: Begin completing the form by entering the name of the issuer in the designated field.
4. Step 4: Provide the issuer's taxpayer identification number (TIN) or employer identification number (EIN) in the respective box.
5. Step 5: Fill in the contact information for the issuer, including the address, phone number, and email.
6. Step 6: Proceed to Section A and describe the action that triggered the requirement to file Form 8937. This could be an organizational action like a merger, acquisition, or stock split.
7. Step 7: Provide the effective date of the action and any references to related press releases or securities filings.
8. Step 8: Complete Section B by explaining the general nature of the action and its tax consequences.
9. Step 9: If necessary, attach additional sheets of paper to provide further details or clarifications.
10. Step 10: Review the completed form for accuracy and legibility before submitting it to the IRS.
11. Step 11: Make a copy of the filled-out Form 8937 for your records and send the original to the IRS according to the instructions provided.

Who needs instructions for form 8937?

1. Companies or issuers of securities who have completed certain organizational actions, such as mergers, acquisitions, or stock splits, may need instructions for filling out Form 8937.
2. Additionally, individuals or organizations responsible for tax compliance within the company or issuer may also require instructions to ensure accurate and timely filing of Form 8937.
3. Consulting with a tax professional or contacting the IRS directly can help determine if instructions for Form 8937 are needed in a specific situation.

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What is instructions for form 8937?

Instructions for Form 8937 provide guidance on how to report organizational actions that affect the tax basis of securities. Form 8937 is used to communicate specific changes to the stockholders, which are relevant for tax purposes.

Who is required to file instructions for form 8937?

Typically, issuers of securities, including corporations and partnerships, are required to file instructions for Form 8937 if they undergo an organizational action that affects the tax basis of their securities.

How to fill out instructions for form 8937?

To fill out instructions for Form 8937, you should provide details of the organizational action, the effective date, the security descriptions, and the adjustments needed for the tax basis. Each section of the form must be completed accurately to reflect the changes.

What is the purpose of instructions for form 8937?

The purpose of instructions for Form 8937 is to ensure that both the issuer and the shareholders understand the implications of certain organizational actions on the securities and their tax consequences.

What information must be reported on instructions for form 8937?

The report must include the type of organizational action, the date of the action, the description of the security before and after the action, the date shareholders must report the action, and the applicable tax implications.