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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

How to fill out 2017 form 8937

How to fill out 2017 form 8937

1. To fill out 2017 form 8937, follow these steps:
2. Start by downloading form 8937 from the official IRS website.
3. Gather all the necessary information and documents required for the form, such as the issuer's name, CUSIP number, issue date, corporate actions, etc.
4. Read the instructions provided with the form carefully to understand the reporting requirements and ensure accuracy.
5. Fill in the relevant sections of the form, including Part I for the issuer's information, Part II for corporate actions, and Part III for the responsible party's information.
6. Double-check all the entered information for any errors or omissions.
7. Attach any additional documents required as per the form instructions, such as supplemental attachments or explanatory materials.
8. Sign and date the form before submission.
9. Make a copy of the filled-out form and keep it for your records.
10. Submit the form to the appropriate IRS address as mentioned in the instructions.
11. Keep track of the form's submission and any correspondence related to it for future reference.

Who needs 2017 form 8937?

1. Various entities or individuals may need to fill out the 2017 form 8937. This form is primarily used for reporting organizational actions, such as certain corporate actions, and the resulting tax consequences.
2. Typically, issuers of specified securities, such as corporations, partnerships, trusts, or estates, who have undergone organizational actions during the tax year 2017, need to complete this form.
3. Additionally, the responsible party who is primarily liable for filing the form is required to provide accurate and complete information regarding the organizational actions and their tax effects.
4. It is advisable to consult the IRS guidelines or a qualified tax professional to determine if you need to fill out form 8937 based on your specific circumstances.

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What is form 8937 - report?

Form 8937 is used to report organizational actions that affect the tax basis of securities.

Who is required to file form 8937 - report?

Corporations that are parties to organizational actions that affect the tax basis of securities.

How to fill out form 8937 - report?

Form 8937 must be completed with information about the organizational action, the affected securities, and the tax basis adjustments.

What is the purpose of form 8937 - report?

The purpose is to provide information to shareholders to help them report the correct tax consequences of the organizational action.

What information must be reported on form 8937 - report?

The form must include details of the organizational action, description of securities affected, the event date, the tax basis adjustments, and contact information.