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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017 Department of the Treasury Internal Revenue Service.11I 10 MB No. 154501 23See separate instructions. Reporting
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How to fill out form 8937 report of
How to fill out form 8937 report of
01
To fill out Form 8937 Report of Organizational Actions Affecting Basis of Securities, follow these steps:
02
Gather all the necessary information such as the name and address of the issuer and transfer agent, the CUSIP number of the securities, and the date of the organizational action.
03
Provide details of the organizational action, including a description of the action and the type of securities involved.
04
Determine the amount of securities received or deemed to have been received in the organizational action.
05
Calculate the adjusted basis of the securities received using the appropriate formula provided by the IRS.
06
Fill out the various parts of Form 8937, including Part I - Issuer Information, Part II - Description of Organizational Action, and Part III - Securities Information.
07
Attach any supporting documentation required by the form, such as a copy of the written notice sent to shareholders.
08
Review the completed form for accuracy and make sure all required fields are filled out.
09
Sign and date the form.
10
Keep a copy of the form for your records and submit it to the IRS as instructed by the form.
Who needs form 8937 report of?
01
Form 8937 report of Organizational Actions Affecting Basis of Securities is needed by any issuer of specified securities who undergoes an organizational action that affects the basis of those securities.
02
It is also required by any broker or barter exchange who is required to file Form 1099-B, Proceeds from Broker and Barter Exchange Transactions, for the organizational action.
03
Shareholders who receive a Form 8937 from an issuer must use the information provided in the report to determine their adjusted basis and holding period for the securities received.
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What is form 8937 report of?
Form 8937 report is for the actions taken by an issuer that affect the tax basis of its stock
Who is required to file form 8937 report of?
Issuers of specified securities
How to fill out form 8937 report of?
Fill out the form with the required information regarding the specified actions taken by the issuer
What is the purpose of form 8937 report of?
The purpose is to provide information to shareholders regarding the tax consequences of actions taken by the issuer
What information must be reported on form 8937 report of?
Information such as issuer name, issuer contact information, CUSIP number, description of the action taken, and the date of the action
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