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Get the free Form 8937 (Rev. December 2017) - AQR Funds

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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting
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How to fill out form 8937 rev december

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How to fill out form 8937 rev december

01
Start by obtaining the Form 8937 Rev December. This form can be downloaded from the official website of the Internal Revenue Service (IRS) or obtained from a tax professional.
02
Read the instructions carefully before filling out the form. Pay attention to the specific requirements and guidelines provided.
03
Begin by entering your entity's name, address, and employer identification number (EIN) in the designated fields.
04
Provide the relevant details regarding the organizational actions that necessitate the filing of Form 8937. Include the date of the action, a description of the action, and specify whether the action affects basis.
05
Complete Section A to report the specified actions and the classes of stock or securities affected.
06
If there are multiple actions or classes of stock/securities, use additional copies of Form 8937 to report them separately.
07
Proceed to Section B and provide the date of distribution or transaction, the number of shares or securities involved, and the fair market value on the date of the action.
08
If necessary, attach additional pages to provide further clarification or details on the actions being reported.
09
Double-check all the information provided to ensure accuracy and completeness.
10
Sign and date the form before submitting it to the appropriate tax authorities as instructed in the form's guidelines.

Who needs form 8937 rev december?

01
Form 8937 Rev December is needed by organizations or entities that have engaged in specified organizational actions that affect the basis of securities. This form is used to report those actions to the IRS and provide information regarding the classes of stock or securities affected, as well as their fair market value. Any entity required to file an information return under section 6045B is usually mandated to file Form 8937. It is recommended to consult with a tax professional or refer to the IRS guidelines to determine if your particular situation requires the filing of this form.
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Form 8937 rev december is used by corporations to report organizational actions that affect the basis of their stock.
Corporations are required to file form 8937 rev december if they have undergone organizational actions that affect the basis of their stock.
To fill out form 8937 rev december, corporations must provide information about the organizational actions and their impact on the basis of the stock.
The purpose of form 8937 rev december is to report organizational actions that affect the basis of a corporation's stock.
Form 8937 rev december requires corporations to report details of organizational actions affecting the basis of their stock, including dates and amounts.
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