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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15452224separate instructions. Reporting
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Form 8937-REIT is used to report organizational actions that affect the tax basis of a REIT investment.
REITs (Real Estate Investment Trusts) are required to file Form 8937-REIT when certain organizational actions occur.
Form 8937-REIT should be completed with accurate information regarding the organizational actions and their tax implications.
The purpose of Form 8937-REIT is to inform investors and the IRS about organizational actions that impact the tax basis of a REIT investment.
Form 8937-REIT must include details about the organizational actions, the tax consequences, and any other relevant information.
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