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8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2017)
Department of the Treasury
Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting
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How to fill out form 8937 - report
How to fill out form 8937 - report
01
To fill out form 8937 - report, follow the steps below:
02
Begin by obtaining a blank copy of form 8937 from the Internal Revenue Service (IRS) website or from your tax advisor.
03
Read the instructions provided with the form to understand the requirements and guidelines for reporting.
04
Gather all the necessary information and documents related to the report, such as the issuer information, issue date, and the terms of the transaction.
05
Fill in the required fields on the form accurately and completely, providing all the requested information.
06
Double-check the form for any errors or missing information before submitting it.
07
Sign and date the form as required.
08
Make a copy of the completed form for your records.
09
Submit the filled-out form 8937 to the designated IRS address or as instructed in the form's instructions.
10
Keep a record of the submission, including the date sent and any confirmation of receipt.
11
Consult with a tax professional or seek guidance from the IRS if you have any questions or need further assistance.
Who needs form 8937 - report?
01
Form 8937 - report is needed by certain businesses and organizations that are involved in corporate actions or transactions that have an impact on the basis of specified securities.
02
These may include entities such as corporations, partnerships, limited liability companies, mutual funds, real estate investment trusts (REITs), and regulated investment companies (RICs).
03
Anyone who is responsible for issuing, acquiring, or holding specific securities affected by these transactions may be required to file form 8937 - report.
04
It is important to consult with a tax advisor or refer to the IRS guidelines to determine if you or your organization needs to file this form.
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What is form 8937 - report?
Form 8937 is used to report organizational actions that affect the basis of securities held in a corporation.
Who is required to file form 8937 - report?
The corporation or entity taking the organizational action is required to file form 8937.
How to fill out form 8937 - report?
Form 8937 must be filled out accurately with detailed information regarding the organizational action and its impact on the basis of securities.
What is the purpose of form 8937 - report?
The purpose of form 8937 is to provide the IRS and shareholders with information about how an organizational action affects the tax basis of securities.
What information must be reported on form 8937 - report?
Form 8937 requires information such as the description of the organizational action, the date of the action, the number of shares affected, and the total adjusted tax basis.
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