Get the free Form 8937 (Rev. December 2011) - AIC Ventures

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. Begin by entering the name of the issuer and its employer identification number (EIN).
3. Provide the email address and phone number of the individual completing the form.
4. Indicate the total number of outstanding shares or units of the issuer's stock or other equity interest.
5. Report any organizational actions taken by the issuer during the tax year that might affect the basis of the stock or other equity interest.
6. Enter the date of the organizational action and describe it in detail.
7. Calculate and report the adjusted basis and the fair market value of the stock or other equity interest after the organizational action.
8. Attach any supporting documentation required to substantiate the reported information.
9. Complete the declaration and signature section of the form.
10. File the completed Form 8937 rev December with the appropriate IRS office.
11. Please note that this is a general guide and it is recommended to consult the official instructions provided by the IRS for detailed guidance on filling out this form.

Who needs form 8937 rev december?

1. Form 8937 rev December is needed by issuers of specified securities who have undergone certain organizational actions that may affect the basis of their stock or other equity interest.
2. It is also used by individuals and entities who hold or have held these specified securities and need to report the tax consequences of the organizational actions.
3. Furthermore, tax professionals or advisors assisting clients with these types of transactions may also need to use this form.
4. For specific eligibility and filing requirements, it is recommended to refer to the official instructions provided by the IRS or consult a tax professional.

For pdfFiller’s FAQs

How can I modify form 8937 rev december without leaving Google Drive?

You can quickly improve your document management and form preparation by integrating pdfFiller with Google Docs so that you can create, edit and sign documents directly from your Google Drive. The add-on enables you to transform your form 8937 rev december into a dynamic fillable form that you can manage and eSign from any internet-connected device.

Can I sign the form 8937 rev december electronically in Chrome?

Yes. By adding the solution to your Chrome browser, you can use pdfFiller to eSign documents and enjoy all of the features of the PDF editor in one place. Use the extension to create a legally-binding eSignature by drawing it, typing it, or uploading a picture of your handwritten signature. Whatever you choose, you will be able to eSign your form 8937 rev december in seconds.

Can I create an eSignature for the form 8937 rev december in Gmail?

You may quickly make your eSignature using pdfFiller and then eSign your form 8937 rev december right from your mailbox using pdfFiller's Gmail add-on. Please keep in mind that in order to preserve your signatures and signed papers, you must first create an account.

What is form 8937 rev december?

Form 8937, titled 'Report of Organizational Actions Affecting Basis of Securities,' is used by corporations to report organizational actions that affect the basis of securities they issue, such as stock splits, mergers, or other corporate events.

Who is required to file form 8937 rev december?

Any corporation that engages in organizational actions affecting the basis of its securities is required to file Form 8937. This includes public companies and certain private companies.

How to fill out form 8937 rev december?

To fill out Form 8937, you must provide details about the organizational action, including the type of action, the date it occurred, the number of securities affected, and the basis adjustments, if applicable. Follow the form's instructions closely for accurate completion.

What is the purpose of form 8937 rev december?

The purpose of Form 8937 is to inform the IRS and shareholders about actions that may affect the tax basis of their securities so that shareholders can accurately report their capital gains and losses.

What information must be reported on form 8937 rev december?

Form 8937 requires reporting information including the description of the organizational action, the event date, the number of shares affected, and details about any adjustments to the basis of the securities.