Get the free IRS Form 8937 - Morgan Stanley
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2 Hanson Place
12th Floor
Brooklyn, NY 11217The Bank of New York Mellon, in its capacity as Trustee, has prepared the
information posted by the Sponsor herein in accordance with its duties, obligations
and
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How to fill out irs form 8937
How to fill out irs form 8937
01
To fill out IRS Form 8937, follow these steps:
02
Gather all the necessary information and documents, including the company's name and contact information, the date of the transaction, the number of shares exchanged, and the fair market value of the shares.
03
Start by entering the company's name and contact information at the top of the form.
04
Provide the date of the transaction in the designated field.
05
Enter the number of shares exchanged in the appropriate section.
06
Next, report the fair market value of the shares exchanged.
07
Complete any additional sections or schedules as required by the instructions.
08
Review the form for accuracy and make sure all required information is provided.
09
Sign and date the form before submitting it to the IRS.
10
Keep a copy of the filled-out form for your records.
11
Remember to consult the instructions for Form 8937 and seek professional advice if needed.
Who needs irs form 8937?
01
IRS Form 8937 is typically needed by publicly traded companies who have undergone corporate actions such as mergers, acquisitions, spin-offs, or other events that may affect the tax basis of their securities.
02
Investors who hold these securities also need this form for tax reporting purposes.
03
Additionally, tax professionals, accountants, and financial institutions may also need this form to ensure accurate tax reporting and compliance.
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What is irs form 8937?
IRS Form 8937 is used to report organizational actions that affect the tax basis of securities. It is specifically for reporting information regarding stock reorganizations, adjustments for tax-free distributions, and similar transactions.
Who is required to file irs form 8937?
Any corporation or partnership that undertakes an organizational action that affects the tax basis of a security is required to file Form 8937. This includes U.S. issuers and foreign entities with U.S. security holders.
How to fill out irs form 8937?
To fill out Form 8937, you need to provide detailed information about the organizational action, including the type of action, the date it occurred, a description of the transaction, and how it affects the financial interests of security holders. Follow the instructions on the form carefully.
What is the purpose of irs form 8937?
The purpose of IRS Form 8937 is to provide information on actions that can affect the tax basis of securities, helping taxpayers understand their tax implications and ensuring accurate reporting for tax purposes.
What information must be reported on irs form 8937?
The form requires the reporting of details such as the type of organizational action, the effective date, a description of the securities affected, the relationship of the action to the securities, and the impact on the basis or gain/loss calculations.
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