Get the free IRS Form 8937 for United Technologies Corporation - Investor ...

Raytheon Technologies Corporation EIN: 060570975 ATTACHMENT TO FORM 8937 PART II REPORT OF ORGANIZATIONAL ACTIONS AFFECTING BASIS OF SECURITIES CONSULT YOUR TAX ADVISOR The information contained herein

How to fill out irs form 8937 for

How to fill out irs form 8937 for

1. To fill out IRS Form 8937, follow these steps:
2. Begin by providing the required identification information at the top of the form, including the name of the filer, their tax identification number, and the year the form is being filed for.
3. Enter the name and address of the issuer of the security or stock for which the form is being filed.
4. Provide a brief description of the organizational actions or events that triggered the filing of the form.
5. Indicate the date or dates on which the organizational actions or events occurred.
6. Report the stock or security information, including the class and number of shares involved in the organizational actions.
7. Calculate and report any adjustments to the tax basis resulting from the organizational actions or events.
8. Specify if the reporting is being done in accordance with the Default Elections as defined under section 6045B of the Internal Revenue Code.
9. Provide any additional information required by the IRS or relevant to the filing.
10. Sign and date the form to certify its accuracy and completeness.
11. Retain a copy of the completed form for your records and submit it to the IRS by the specified due date.

Who needs irs form 8937 for?

1. IRS Form 8937 is required for any issuer of a specified security as defined under section 6045B of the Internal Revenue Code. This form must be filed by the issuer if it has undergone certain organizational actions or events that affect the tax basis of the security. Additionally, the form may also be required by taxpayers who receive a copy of the form from the issuer in order to accurately report any resulting tax consequences on their individual tax returns.

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What is irs form 8937 for?

IRS Form 8937 is used to report organizational actions that affect the tax basis of a security.

Who is required to file irs form 8937 for?

Corporations or other entities that have undergone specified organizational actions must file Form 8937.

How to fill out irs form 8937 for?

Form 8937 requires the filer to provide details of the organizational action, the tax consequences, and the calculation of the tax basis adjustments.

What is the purpose of irs form 8937 for?

The purpose of IRS Form 8937 is to inform investors and the IRS about changes to the tax basis of securities due to corporate actions.

What information must be reported on irs form 8937 for?

Form 8937 must include details of the organizational action, the date of the action, the applicable securities, the tax basis adjustments, and the calculation method.