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8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I See OMB No. 1545-2224 separate instructions. Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev December:

1. Obtain the form: The form 8937 rev December can be downloaded from the official website of the Internal Revenue Service (IRS). Visit the IRS Forms and Publications page and search for form 8937.
2. Provide your identification details: At the top of the form, you will be required to provide your name, address, and taxpayer identification number. Make sure to accurately fill in this information.
3. Describe the organizational action: In section 1 of the form, you will need to describe the specific organizational action that necessitates the filing of form 8937. This could include stock splits, mergers, acquisitions, or other corporate events.
4. Determine the tax consequences: Identify the tax consequences associated with the organizational action described in section 1. Attach any supporting documentation or explanation if necessary. It is advisable to consult a tax professional for guidance on determining the tax consequences accurately.
5. Provide information on the securities involved: In section 2, you will need to provide details about the securities involved in the organizational action. This includes the name, CUSIP number, and number of shares affected. Attach additional sheets if required.
6. Calculate and report adjustments: Report any adjustments required as a result of the organizational action in section 3. This could involve changes to the basis, holding period, or any other necessary adjustments. Provide a clear and detailed explanation for each adjustment made.
7. Attach any necessary schedules or statements: If there are any additional schedules or statements required to support the information provided on form 8937, attach them accordingly. These could include supporting calculations, allocation tables, or narratives to explain complex transactions.

Who needs form 8937 rev December?

Form 8937 rev December is primarily required by corporations and other organizations that have undergone specific organizational actions, such as mergers, acquisitions, or stock splits. These actions often result in potential tax consequences for shareholders or security holders. It is essential for companies to fill out and file form 8937 to comply with IRS regulations and inform their shareholders about the tax implications of these organizational actions. Additionally, shareholders may also need form 8937 for their individual tax reporting purposes to accurately calculate their taxable gains or losses associated with the organizational action.

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What is form 8937 rev december?

Form 8937 rev december is a form used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

Issuers of securities are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december should be filled out by providing the required information about the organizational actions that occurred.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to inform the IRS and shareholders about organizational actions that affect the basis of securities.

What information must be reported on form 8937 rev december?

Form 8937 rev december must include information such as the issuer's name, details of the organizational action, and the impact on the basis of securities.