Get the free IRS Form 8937 - Sears Holdings Corporation

SEARS HOLDINGS CORPORATION ATTACHMENT TO FORM 8937 REPORT OF ORGANIZATIONAL ACTIONS AFFECTING BASIS OF SECURITIES CONSULT YOUR TAX ADVISOR The information contained herein provides a general summary

How to fill out irs form 8937

How to fill out IRS Form 8937:

1. Gather necessary information: Before filling out Form 8937, make sure you have all the required information handy. This includes the company's name, address, and employer identification number (EIN), as well as details about the corporate actions being reported.
2. Identify the corporate actions: Determine the corporate actions that require the filing of Form 8937. These actions may include stock splits, mergers, acquisitions, spin-offs, or other similar events. Ensure that you have accurate documentation regarding these events.
3. Download the form: Visit the official website of the Internal Revenue Service (IRS) and download Form 8937. It is typically available in a fillable PDF format, allowing you to complete it electronically or print it out and fill it by hand.
4. Fill out Part I: In Part I of Form 8937, provide basic information about the issuer of the security. This includes the name of the issuer, its address, and EIN. Double-check the accuracy of the provided information to avoid any errors.
5. Complete Part II: Part II of Form 8937 requires you to provide detailed information about the corporate actions being reported. This can include the date of the action, the type of action, a description of the action, and any relevant percentages or ratios. Ensure that you provide clear and concise explanations to accurately report the corporate actions.
6. Attach additional sheets if necessary: If there is insufficient space in Part II to provide all the required information, attach additional sheets to the form. Label each sheet with the corresponding line number to avoid any confusion.
7. Sign and date the form: Once you have completed all the necessary sections of Form 8937, sign and date the form. This certifies that the information provided is true and accurate to the best of your knowledge.
8. Retain a copy for your records: Make a copy of the completed Form 8937 for your records. This will be useful for any future reference or potential audits.

Who needs IRS Form 8937:

1. Corporations undergoing significant corporate actions: Companies that have undergone stock splits, mergers, acquisitions, spin-offs, or other similar events are typically required to file IRS Form 8937.
2. Issuers of securities: Any issuer of securities involved in a corporate action that triggers reporting requirements must complete and file Form 8937.
3. Stocks or bondholders: Investors who hold stocks or bonds in companies undergoing the aforementioned corporate actions may benefit from consulting Form 8937. This form provides relevant information about the actions taken and helps investors understand any tax implications related to their holdings.

Remember, it's always advisable to consult with a tax professional or seek guidance from the IRS directly to ensure accurate completion of Form 8937 and compliance with any specific rules or regulations applicable to your situation.

For pdfFiller’s FAQs

What is irs form 8937?

IRS Form 8937 is used to report organizational actions that affect the basis of securities held by shareholders.

Who is required to file irs form 8937?

Corporations that have undergone organizational actions that impact the basis of securities held by their shareholders are required to file IRS Form 8937.

How to fill out irs form 8937?

IRS Form 8937 should be filled out by providing information regarding the organizational action that occurred and how it affects the basis of the securities held by shareholders.

What is the purpose of irs form 8937?

The purpose of IRS Form 8937 is to inform shareholders of organizational actions that may impact the basis of the securities they hold.

What information must be reported on irs form 8937?

The information that must be reported on IRS Form 8937 includes details of the organizational action, the date it occurred, and how it affects the basis of securities held by shareholders.

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