Get the free Form 8937 (Rev. December 2011) - Dividend and Income Fund

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 rev december

How to fill out form 8937 rev december

1. To fill out form 8937 rev december, follow these steps:
2. Start by downloading the form from the official IRS website.
3. Fill in the basic information at the top of the form, including your name, address, and tax identification number.
4. Provide the details of the original issue or issuance on the designated section of the form.
5. Include the information about the deemed exchange, if applicable.
6. Disclose any fair market value determinations or other relevant details related to the transaction.
7. Attach any supporting documentation or schedules as required.
8. Review the completed form for accuracy and ensure all necessary information is provided.
9. Sign and date the form.
10. Keep a copy of the completed form for your records.
11. Submit the form to the appropriate IRS address as indicated in the instructions.

Who needs form 8937 rev december?

1. Form 8937 Rev December is needed by taxpayers who have engaged in an organizational action that affects the basis of securities. This includes entities such as corporations, partnerships, and trusts that are required to report these actions to the Internal Revenue Service (IRS). It is also used by individuals who need to report these actions on their personal tax returns.

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What is form 8937 rev december?

Form 8937, titled 'Report of Organizational Actions Affecting Basis of Securities,' is a form used by corporations and tax-exempt organizations to report organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

Entities such as corporations that undergo certain organizational actions, such as stock splits, dividends, or mergers, are required to file Form 8937.

How to fill out form 8937 rev december?

To fill out Form 8937, you must provide information about the organizational action, including a detailed description of the action, the date of the action, and how it affects the basis of the securities. Specific sections must be completed based on the type of action reported.

What is the purpose of form 8937 rev december?

The purpose of Form 8937 is to inform shareholders and the IRS of changes in the basis of securities due to organizational actions, ensuring proper tax treatment.

What information must be reported on form 8937 rev december?

Information that must be reported includes the type of organizational action, the date(s) the action occurred, a description of the action, and the effect on the basis of the affected securities.