Get the free Form 8937 - Carillon Tower Advisers

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15452224separate instructions. Reporting

How to fill out form 8937 - carillon

How to fill out form 8937 - carillon

1. To fill out Form 8937 - Carillon, follow these steps:
2. Gather the required information and documents, including your taxpayer identification number, the issuer's name, CUSIP number, and the details of the organizational action.
3. Start by providing your name, address, and other basic identifying information in Part I of the form.
4. In Part II, enter the issuer's name and TIN, along with the details of the organizational action, such as the date of the action and a description of the action.
5. In Part III, disclose any broker actions, such as if the organizational action resulted in the brokers holding shares on behalf of the shareholders.
6. Complete Part IV if you need to report any additional information required by the instructions.
7. Sign and date the form, and provide your telephone number and email address for possible contact.
8. Keep a copy of the filled-out form for your records.
9. Submit the completed Form 8937 to the Internal Revenue Service (IRS) according to the instructions provided.
10. Please note that this is a general guide, and it is recommended to refer to the specific instructions provided by the IRS for detailed guidance on filling out Form 8937 - Carillon.

Who needs form 8937 - carillon?

1. Form 8937 - Carillon is needed by individuals, organizations, or businesses who have taken part in organizational actions that may have an impact on their tax liabilities.
2. This form is generally required to be filed by issuers of specified securities if an organizational action, such as a merger, acquisition, or stock split, results in an adjustment to the basis of those securities.
3. Individuals or entities who hold specified securities and need to report the adjustment to the basis or the deemed sale of those securities may also need to file Form 8937 - Carillon.
4. It is advised to consult with a tax professional or refer to the specific guidelines provided by the IRS to determine if you need to file Form 8937 - Carillon.

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What is form 8937 - carillon?

Form 8937 is a report used by organizations to report a significant change in the composition of their capital structure, primarily involving transactions that affect the tax treatment of stockholders.

Who is required to file form 8937 - carillon?

Organizations, including corporations and partnerships, that have undergone a significant modification in their capital structure or have issues related to stocks, bonds, or other equity interests are required to file Form 8937.

How to fill out form 8937 - carillon?

To fill out Form 8937, organizations need to provide details such as the name of the entity, its EIN, description of the event, the date of the event, and specific data regarding the stock or securities impacted by the event.

What is the purpose of form 8937 - carillon?

The purpose of Form 8937 is to inform the IRS and shareholders about significant changes in capital structure that can affect the tax treatment of stockholders, thereby ensuring proper reporting for tax purposes.

What information must be reported on form 8937 - carillon?

The information that must be reported includes the name and EIN of the organization, the date of the event, a description of the event, the affected security details, and any other pertinent tax information related to the transaction.