Get the free Form 8937 (Rev. December 2011) - Jacob Internet

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I ? See OMB No. 1545-2224 separate instructions. Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev December:

1. Begin by gathering all the necessary information and documentation. This includes the issuer's name, address, and taxpayer identification number (TIN), as well as the security description and CUSIP (Committee on Uniform Securities Identification Procedures) number.
2. Fill in the issuer's name, address, and TIN in the designated fields on the form. Double-check the accuracy of the information provided.
3. Provide the security description and CUSIP number in the appropriate sections of the form. Ensure that these details are correct and match the information on the corresponding security.
4. Complete the remaining sections of the form, which may include information such as the date of the corporate action or event, the number of outstanding shares, and any adjustments made to the basis.
5. Attach any required supporting documentation, such as a copy of the corporate action notice, to the form. Ensure that the attachments are organized and clearly labeled.
6. Review the completed form for accuracy and completeness. Double-check all the entered information, calculations, and attachments to avoid any errors or omissions.
7. Sign and date the form, certifying that the information provided is true, correct, and complete to the best of your knowledge.
8. Submit the filled-out form 8937 rev December to the appropriate recipient, as instructed by the IRS or other relevant authorities. Keep a copy of the completed form and all related documentation for your records.

Who needs form 8937 rev December?

1. Issuers who have undergone specific corporate actions or events, such as a merger, acquisition, or stock split, need to complete form 8937 rev December. This form is used to report any organizational actions that affect the basis of securities.
2. Shareholders or investors who need to adjust the basis of their securities due to a corporate action or event also use form 8937 rev December. This helps them accurately calculate capital gains or losses when they sell or dispose of the securities.
3. Companies, tax professionals, or other individuals responsible for reporting and documenting corporate actions or events that impact the basis of securities may also require form 8937 rev December.

Overall, form 8937 rev December is necessary for both issuers and shareholders to ensure accurate reporting and compliance with tax regulations regarding the basis of securities.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev december is a form used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

Issuers of securities are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out with information regarding the organizational action and its impact on the basis of securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to provide information to shareholders and the IRS about organizational actions affecting the basis of securities.

What information must be reported on form 8937 rev december?

Form 8937 rev december must include details about the organizational action, the date of the action, the type of security affected, and the impact on the basis of the security.

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