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8937Report of Organizational Actions Affecting Basis of Securities(December 2011) Department of the Treasury Internal Revenue Service 1I0MB No. 15452224fr See separate instructions. Reporting Issuer 2
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Form 8937 is used to report organizational actions affecting basis of securities, specifically reported under the Internal Revenue Code.
Organizations that have made organizational actions that affect the basis of securities are required to file form 8937.
To fill out form 8937, gather information about the organizational action, including the date, the amount of the effect on basis, and any relevant details that affect the securities' basis adjustment.
The purpose of form 8937 is to inform shareholders about changes in the basis of their securities due to organizational actions.
The form requires reporting the organizational action, the date of the action, the affected securities, and the adjustments to the basis.
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