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8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2017)
Department of the Treasury
Internal Revenue Serviceman BOMB No. 15450123See separate instructions. Reporting
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How to fill out distributions to preferred shareholders

How to fill out distributions to preferred shareholders
01
Step 1: Determine the number of preferred shares to be distributed.
02
Step 2: Calculate the total amount available for distribution to the preferred shareholders.
03
Step 3: Divide the total amount by the number of preferred shares to determine the distribution per share.
04
Step 4: Prepare the distribution statement, including the total amount, per share amount, and any additional details or instructions.
05
Step 5: Notify the preferred shareholders of the distribution and provide them with the distribution statement.
06
Step 6: Distribute the preferred shares to each shareholder according to their respective ownership percentages or as agreed upon.
07
Step 7: Ensure proper documentation of the distribution, including any required legal or regulatory filings.
Who needs distributions to preferred shareholders?
01
Companies or organizations with preferred shareholders.
02
Investors or individuals who hold preferred shares in a company.
03
Financial institutions or investment firms handling preferred shares on behalf of clients.
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What is distributions to preferred shareholders?
Distributions to preferred shareholders are payments made by a company to individuals or entities that hold preferred shares in the company.
Who is required to file distributions to preferred shareholders?
Companies or organizations that have preferred shareholders are required to file distributions to them.
How to fill out distributions to preferred shareholders?
To fill out distributions to preferred shareholders, the company must provide the necessary information about the payments made to the shareholders.
What is the purpose of distributions to preferred shareholders?
The purpose of distributions to preferred shareholders is to provide them with a return on their investment in the company.
What information must be reported on distributions to preferred shareholders?
The information that must be reported on distributions to preferred shareholders includes the amount of payment, the date of payment, and the shareholder's information.
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