Get the free PDF Form 8937 (Rev. December 2017)
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8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2017)
Department of the Treasury
Internal Revenue Serviceman I See OMB No. 15450123separate instructions. Reporting
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Who needs pdf form 8937 rev?
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PDF form 8937 rev is typically needed by organizations or entities, such as corporations, partnerships, trusts, or estates that are required to report organizational actions or certain acquisitions or dispositions of interests in businesses on Form 8937.
02
It may also be needed by individuals or investors who have received certain securities in exchange for their ownership interests due to corporate mergers, acquisitions, reorganizations, or similar transactions.
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If you are unsure whether you need to fill out PDF form 8937 rev, it is recommended to consult with a tax professional or refer to the instructions provided by the Internal Revenue Service (IRS).
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What is pdf form 8937 rev?
PDF Form 8937, titled 'Report of Organizational Actions Affecting Basis of Securities,' is used by corporations and other entities to report specific actions that affect the basis of securities.
Who is required to file pdf form 8937 rev?
Entities such as corporations or partnerships that take organizational actions impacting the tax basis of securities or that distribute stock to shareholders are required to file PDF Form 8937.
How to fill out pdf form 8937 rev?
To fill out PDF Form 8937, one must provide details such as the type of organizational action, the date of the action, relevant financial information, and how it affects the basis of the securities.
What is the purpose of pdf form 8937 rev?
The purpose of PDF Form 8937 is to inform shareholders of changes to the tax basis of their securities due to organizational actions like stock splits, dividends, or mergers.
What information must be reported on pdf form 8937 rev?
Information reported on PDF Form 8937 includes the type of organizational action, the date it occurred, details of the security affected, the basis adjustments, and any other relevant financial contact points.
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