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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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01
To fill out form 8937 report, follow these steps:
02
Download the form 8937 from the IRS website.
03
Gather all relevant information and documents such as stock purchase details, acquisition dates, basis adjustments, and any other required information.
04
Fill out the form with accurate and complete information.
05
Double-check all the entries and ensure that all calculations are correct.
06
Attach any supporting documents or statements as required.
07
Review the form one final time to ensure accuracy and completeness.
08
Sign and date the form.
09
Submit the completed form to the designated IRS address according to the instructions provided.

Who needs form 8937 report of?

01
Form 8937 report is needed by corporations or issuers of specified securities.
02
It is used to report organizational actions, such as acquisitions, mergers, or stock splits, that affect the basis of specified securities.
03
These reports help shareholders and the IRS determine the correct tax treatment of these securities.
04
Any corporation or issuer involved in such organizational actions must file this report.
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Form 8937 is a report of organizational actions affecting basis of securities.
Every corporation that makes certain organizational actions must file a Form 8937.
Form 8937 must be filled out with information about the organizational actions affecting the basis of securities.
The purpose of form 8937 is to report organizational actions that affect basis of securities.
Form 8937 should include detailed information about the organizational actions and their impact on basis of securities.
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