Get the free Form 8937 (Rev. December 2017) - O'Shaughnessy Funds

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15450123separate 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. Download form 8937 rev December from the official IRS website or obtain a physical copy from the IRS office.
3. Read the instructions provided on the form carefully to understand the requirements and reporting obligations.
4. Begin by entering the filer's name, address, and taxpayer identification number in the appropriate fields.
5. Provide a brief description of the organizational action or nontaxable acquisition that necessitates the filing of form 8937.
6. Fill in the date of the organizational action or nontaxable acquisition.
7. Report the fair market value of the property received in the exchange.
8. Calculate and report the basis of the property received.
9. Specify the type of securities involved in the transaction and include relevant details such as CUSIP number, security description, and quantity.
10. Provide any additional information or explanations required as per the form's instructions.
11. Sign and date the form before submitting it to the IRS. Keep a copy for your records.

Who needs form 8937 rev december?

1. Form 8937 rev December is required by corporations and other organizations that undergo certain organizational actions or acquire properties on a nontaxable basis.
2. These actions may include mergers, acquisitions, or reorganizations.
3. The form is used to report the necessary information to the IRS and any potential shareholders or security holders.
4. Entities that engage in such activities are obligated to file form 8937 rev December to comply with IRS regulations and provide transparency regarding the organizational actions or nontaxable acquisitions.

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What is form 8937 rev december?

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

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 must be completed with information about the organizational actions that occurred and the impact on the basis of the securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to provide information to shareholders about the impact of organizational actions on the basis of their securities.

What information must be reported on form 8937 rev december?

Information about the organizational actions taken and the impact on the basis of the securities must be reported on form 8937 rev december.