Get the free Form 8937 (Rev. December 2017) - Iberiabank

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev december

1. To fill out Form 8937 rev December, follow these steps:
2. Download the form from the official IRS website.
3. Read the instructions provided with the form to understand the requirements and guidelines.
4. Gather all the necessary information and documents related to the reportable event.
5. Start filling out the form by entering your name, taxpayer identification number, and other identifying details.
6. Proceed to the relevant sections of the form and provide the required information accurately.
7. Double-check all the information you entered to ensure accuracy and correctness.
8. Attach any additional supporting documents or schedules as instructed by the form.
9. Sign and date the completed form.
10. Keep a copy of the form for your records.
11. Submit the filled-out Form 8937 to the appropriate IRS office or follow the instructions regarding electronic filing, if applicable.

Who needs form 8937 rev december?

1. Form 8937 rev December is needed by any corporation or issuer of a specified security that is required to report an organizational action or event to the IRS and holders of the specified securities.
2. This form is generally used to disclose information about actions such as stock splits, stock redemptions, mergers, acquisitions, spin-offs, or other organizational changes that may have tax implications for the shareholders or security holders.
3. While the specific circumstances may vary, entities undertaking reportable organizational actions or events are typically required to file Form 8937 to fulfill their reporting obligations.

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What is form 8937 rev december?

Form 8937, titled 'Report of Organizational Actions Affecting Basis of Securities,' is used by entities to report organizational actions that affect the tax basis of their securities, such as stock splits or dividends. The December revision includes updates to align with IRS regulations.

Who is required to file form 8937 rev december?

Entities such as corporations, partnerships, or other organizations that undertake actions affecting the basis of securities, and thus affect the tax situations of their shareholders or security holders, are required to file Form 8937.

How to fill out form 8937 rev december?

To fill out Form 8937, one must provide basic information about the organization, details of the organizational action, and the effects of this action on the basis of the securities involved. Each specific section must be completed accurately and documentation supporting the actions should be attached.

What is the purpose of form 8937 rev december?

The purpose of Form 8937 is to inform the IRS and the affected security holders about organizational actions that affect the basis of securities. This helps ensure accurate tax reporting and compliance for taxpayers.

What information must be reported on form 8937 rev december?

Form 8937 requires information such as the name of the organization, the date of the action, the type of action taken, the security involved, and the impact of the action on the security's basis or value.