Get the free Form 8937 - January 2013

Reset Form BUSINESS ACCOUNT APPLICATION Account # Advisor # Case # INVESTMENT ADVISOR Firm (Agent) and Primary Contact: Firm Name: Primary Contact: 1 ACCOUNT TYPE: PLEASE CHECK THE APPROPRIATE BOX

How to fill out form 8937 - january

How to fill out form 8937 - January:

1. Obtain the form: You can find form 8937 on the official website of the Internal Revenue Service (IRS) or request a copy from your tax advisor.
2. Provide your basic information: Start by filling out your name, address, Social Security number or taxpayer identification number, and any other requested personal information.
3. Fill in the issuer information: Enter the name, address, and employer identification number (EIN) of the issuer of the securities.
4. Provide the description of the securities: Indicate the type and description of the securities being reported on form 8937. This could include the common stock, preferred stock, bonds, options, etc.
5. Report the issue date and maturity date (if applicable): Enter the dates when the securities were issued and, if applicable, when they are set to mature.
6. Calculate and report the adjusted issue price: This section requires you to calculate the adjusted issue price for each class of securities being reported. The adjusted issue price takes into account any adjustments or discounts that may apply.
7. Explain any significant modifications or terms of the securities: If there were any modifications or unique terms associated with the securities being reported, provide a detailed explanation in this section.
8. Check applicable boxes for other reporting requirements: Depending on the circumstances, there may be additional reporting requirements related to the securities being reported. Make sure to check the appropriate boxes if any of these apply to your situation.
9. Sign and date the form: Once you have completed all the required sections, sign and date the form. If the form is being filed for a corporation or other entity, include the authorized signer's name and title.
10. Retain a copy for your records: Make a copy of the completed form 8937 for your records and provide a copy to the issuer of the securities if required.

Who needs form 8937 - January:

1. Issuers of specified securities: Companies or other entities that issue securities, such as stocks or bonds, that trigger a significant modification or material change as defined by the IRS are required to file form 8937 to report these changes to the IRS and investors.
2. Investors or holders of the specified securities: Individuals or entities who hold the specified securities and need to report these changes on their tax returns may also need to refer to form 8937 for the necessary information.

Note: It is important to consult with a qualified tax advisor or the official instructions provided with the form 8937 to ensure accurate and compliant completion of the form.

For pdfFiller’s FAQs

How do I modify my form 8937 - january in Gmail?

pdfFiller’s add-on for Gmail enables you to create, edit, fill out and eSign your form 8937 - january and any other documents you receive right in your inbox. Visit Google Workspace Marketplace and install pdfFiller for Gmail. Get rid of time-consuming steps and manage your documents and eSignatures effortlessly.

How do I edit form 8937 - january in Chrome?

Add pdfFiller Google Chrome Extension to your web browser to start editing form 8937 - january and other documents directly from a Google search page. The service allows you to make changes in your documents when viewing them in Chrome. Create fillable documents and edit existing PDFs from any internet-connected device with pdfFiller.

Can I sign the form 8937 - january electronically in Chrome?

Yes. By adding the solution to your Chrome browser, you may use pdfFiller to eSign documents while also enjoying all of the PDF editor's capabilities in one spot. Create a legally enforceable eSignature by sketching, typing, or uploading a photo of your handwritten signature using the extension. Whatever option you select, you'll be able to eSign your form 8937 - january in seconds.