Get the free Form 8937 (Rev. December 2017) - DWS
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CORRECTED8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2017)
Department of the Treasury
Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions.
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How to fill out form 8937 rev december
How to fill out form 8937 rev december
01
To fill out Form 8937 Rev December, follow these steps:
02
Collect all relevant information and supporting documents.
03
Complete the top section of the form by providing your name, identification number, and the date of the transaction.
04
Fill in the information regarding the issuer of the securities, including their name, address, and identification number.
05
Provide details about the transaction, such as the date of the transaction, the type of securities involved, and the number of securities acquired or disposed of.
06
Calculate the adjusted basis of the securities acquired or disposed of, as well as any adjustments or costs associated with the transaction.
07
Complete the section related to any changes in control or potential conflicts of interest.
08
Attach any necessary supporting documents, such as trade confirmations or account statements.
09
Review the completed form for accuracy and ensure all required sections are filled out.
10
Sign and date the form. If filing electronically, follow the submission instructions provided by the IRS.
11
Keep a copy of the completed form and supporting documents for your records.
Who needs form 8937 rev december?
01
Form 8937 Rev December is required by any issuer of a specified security that undergoes an organizational action affecting its basis. This form is used to provide information to the IRS and affected shareholders about the changes in the security's basis and any potential tax consequences resulting from the transaction. Shareholders who receive specified securities as a result of an organizational action also need this form to report the acquisition or disposition of those securities on their tax returns.
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What is form 8937 rev December?
Form 8937, revised December, is used by corporations and other entities to report organizational actions that affect the basis of securities.
Who is required to file form 8937 rev December?
Entities such as corporations, partnerships, and other organizations that undertake actions affecting the tax basis of securities are required to file Form 8937.
How to fill out form 8937 rev December?
To fill out Form 8937, complete the identification section with relevant entity information, describe the organizational action taken, and provide the date and tax impact for affected security holders.
What is the purpose of form 8937 rev December?
The purpose of Form 8937 is to inform security holders and the IRS of organizational actions that affect the tax basis of securities, which may affect tax treatment.
What information must be reported on form 8937 rev December?
Form 8937 requires reporting the corporation's name, employer identification number, the type of organizational action, the date of the action, and how it affects the basis of securities.
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