Get the free Stock Dividend Form 8937 - MDC Holdings, Inc.

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman I See separate instructions. Reporting Issuer1 Issuer\'s

How to fill out stock dividend form 8937

How to fill out stock dividend form 8937

1. To fill out stock dividend form 8937, follow these steps:
2. Obtain a copy of form 8937 from the Internal Revenue Service (IRS) website or from your stock broker.
3. Fill out the top section of the form with your personal information, including your name, address, and taxpayer identification number.
4. Provide the relevant details of the stock dividend transaction, such as the date of the distribution, the number of shares received, and the fair market value of the shares on the date of distribution.
5. Calculate the adjusted basis of the shares received, which is usually the fair market value of the distributed shares.
6. Complete any additional sections or questions on the form as required by the IRS instructions.
7. Sign and date the form, certifying that the information provided is true and accurate.
8. Keep a copy of the completed form for your records.
9. Submit the original form to the IRS according to their instructions, which may include mailing it to a specific address.
10. It is recommended to consult with a tax professional or refer to the IRS instructions for detailed guidance on filling out form 8937.

Who needs stock dividend form 8937?

1. Stock dividend form 8937 is typically needed by individuals or entities who have received stock dividends from a corporation.
2. It is required to report the details of the stock dividend transaction to the Internal Revenue Service (IRS).
3. This form helps the IRS track and ensure proper taxation of dividend income and compliance with tax laws.
4. Shareholders who have received stock dividends and meet the reporting requirements set by the IRS should use form 8937.

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What is stock dividend form 8937?

Stock dividend form 8937 is a tax form used to report organizational actions affecting the stock of a corporation, specifically regarding stock dividends and similar distributions.

Who is required to file stock dividend form 8937?

Corporations that make stock dividends or similar distributions to their shareholders are required to file stock dividend form 8937.

How to fill out stock dividend form 8937?

To fill out stock dividend form 8937, you need to provide details about the corporation, the type of action taken, the date of the action, the amount and nature of the distribution, and relevant financial information.

What is the purpose of stock dividend form 8937?

The purpose of stock dividend form 8937 is to inform the IRS and shareholders about tax implications of stock dividends and other organizational actions affecting a corporation's equity.

What information must be reported on stock dividend form 8937?

Information that must be reported includes the company name, date of corporate action, types of stock involved, amount distributed, fair market value, and shareholders affected.