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Get the free IRS Form 8937 Tax BasisConcho Debt Exchange

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CONOCOPHILLIPS EIN: 010562944 ATTACHMENT TO IRS FORM 8937 REPORT OF ORGANIZATIONAL ACTIONS AFFECTING BASIS OF Securities information contained herein is being provided pursuant to the requirements
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How to fill out irs form 8937 tax

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How to fill out irs form 8937 tax

01
Begin by downloading the IRS Form 8937 from the official IRS website or obtain a physical copy from a local IRS office.
02
Read the instructions carefully to understand the purpose and requirements of the form.
03
Gather all necessary financial information and documentation related to the transactions or events that require reporting on Form 8937.
04
Fill out the top section of the form, providing your personal information, including legal name, tax identification number, and contact details.
05
Identify the issuer of the security for which the form is being filed and enter their information in the designated section.
06
Describe the organizational action or event that triggered the need for filing Form 8937 and provide details such as the date of the action, description of the security, and the number of affected securities.
07
Calculate and report any tax consequences resulting from the organizational action or event as per the instructions provided.
08
Attach any required supporting documents or statements as indicated in the instructions.
09
Review the completed form to ensure accuracy and completeness.
10
Sign and date the form, certifying the information provided is true and correct to the best of your knowledge.
11
Keep a copy of the completed form for your records and submit it to the IRS by mail or electronically as specified in the instructions.

Who needs irs form 8937 tax?

01
IRS Form 8937 is typically needed by corporations or issuers of securities who have undergone certain organizational actions or events, such as mergers, acquisitions, or stock splits.
02
The form is used to report these actions to the IRS and provide details on the tax consequences that may arise for the shareholders or investors in the affected securities.
03
Additionally, individuals or entities who hold affected securities and are required to report the tax consequences on their tax returns may also need to reference or use Form 8937.
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IRS Form 8937 is used to report organizational actions that affect the basis of securities.
Corporations that have undertaken organizational actions that affect the basis of their securities must file IRS Form 8937.
IRS Form 8937 is typically filled out by providing information about the organizational action, the security holders affected, and the impact on basis.
The purpose of IRS Form 8937 is to report to the IRS and security holders any organizational actions that may affect the basis of securities.
Information that must be reported on IRS Form 8937 includes the description of the organizational action, the date of the action, and the impact on the basis of the securities.
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