Get the free Form 8937 (Rev. December 2011) - CUBE's Investor Relations

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 form 8937 rev december

How to fill out form 8937 rev december

1. To fill out form 8937 rev December, follow these steps:
2. Begin by entering the taxpayer identification number (TIN) of the filer or issuer at the top right corner of the form.
3. Provide the name of the filer or issuer below the TIN.
4. Indicate the date of the corporate organizational action that triggered the requirement to file this form.
5. Enter the description of the securities or property involved in the organizational action.
6. Furnish the aggregate fair market value of the securities or property received as a result of the organization action.
7. If any cash or other property was exchanged as part of the organizational action, report the amount in the appropriate box.
8. Complete the remaining sections of the form by following the instructions provided.
9. Review the completed form for accuracy and make any necessary corrections before submitting it to the IRS.
10. Retain a copy of the filled-out form for your records.

Who needs form 8937 rev december?

1. Form 8937 rev December is required by any issuer of a specified security (as defined by the IRS) that undergoes an organizational action, such as a merger, acquisition, or stock split.
2. Additionally, shareholders or investors who receive securities or property as a result of the organizational action may also need to refer to this form for reporting purposes.
3. Consult the IRS guidelines or a tax professional to determine if you are required to file form 8937 rev December.

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What is form 8937 rev December?

Form 8937, titled 'Report of Organizational Actions Affecting Basis of Securities', is used to report organizational actions that affect the cost basis of securities, which can include stock splits, mergers, and dividends in kind.

Who is required to file form 8937 rev December?

Entities such as corporations, partnerships, or other organizations that take organizational actions affecting the basis of securities are required to file Form 8937.

How to fill out form 8937 rev December?

To fill out Form 8937, organizations must provide detailed information about the organizational action, including the type of action, the date it occurred, the specific securities affected, and the resulting impact on the basis of those securities.

What is the purpose of form 8937 rev December?

The purpose of Form 8937 is to inform both the IRS and affected shareholders about actions that may change the basis of their securities for tax purposes, ensuring accurate reporting and compliance with tax laws.

What information must be reported on form 8937 rev December?

Form 8937 requires information such as the name and address of the issuer, the type of organizational action, the effective date, a description of the securities affected, and how the action affects the basis of the securities.