Get the free Form 8937 Stock Dividend - South Atlantic Bank
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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 stock dividend
How to fill out form 8937 stock dividend
01
Obtain form 8937 from the Internal Revenue Service (IRS) website or request a copy from your broker or financial institution.
02
Gather all necessary information, including your personal details, stock dividend details, and transaction information.
03
Start filling out the form by providing your name, Social Security Number or Employer Identification Number, and contact information.
04
Proceed to Part I of the form and enter the stock dividend details, such as the number of shares received, date of distribution, and fair market value.
05
Complete Part II if you are an entity or trust that is required to file the form.
06
Attach any additional information or supporting documents required to substantiate your stock dividend.
07
Review the completed form, ensuring all information is accurate and legible.
08
Sign and date the form.
09
Make a copy of the completed form for your records.
10
Submit the original form to the IRS according to the instructions provided.
Who needs form 8937 stock dividend?
01
Stockholders who received a stock dividend that exceeds $1000 in fair market value in a calendar year are required to fill out and submit form 8937 to the IRS.
02
Brokers or financial institutions who issued the stock dividend may also be responsible for providing the form to the stockholders.
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What is form 8937 stock dividend?
Form 8937 is used to report organizational actions that occur as tax-free stock dividends, including adjustments to the basis of stock.
Who is required to file form 8937 stock dividend?
Corporations, mutual funds, and other organizations that distribute stock dividends to their shareholders are required to file Form 8937.
How to fill out form 8937 stock dividend?
To fill out Form 8937, report the corporation name, address, and EIN, detail the organizational action, indicate the date, and provide information about the stock distribution, including the new basis.
What is the purpose of form 8937 stock dividend?
The purpose of Form 8937 is to inform shareholders about organizational actions that may affect their tax responsibilities and holdings, especially regarding stock dividends.
What information must be reported on form 8937 stock dividend?
Form 8937 must report the name of the corporation, the date and nature of the organizational action, the new basis of the stock, and the amount of the distribution.
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