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O 8937Report of Organizational Actions Affecting Basis of Securities(December 2011) Department of the Treasury Internal Revenue ServiceReportingBri|B Issuer\'separate instructions. Issuer 2nameGMO
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How to fill out o 8937 of actions
How to fill out o 8937 of actions
01
To fill out Form 8937, follow these steps:
02
Start by entering the issuer’s name and CUSIP number at the top of the form.
03
Provide the following details for each action or series of actions:
04
- Date of the action
05
- Number of actions issued
06
- Issue price per action
07
- Fair market value per action
08
- Ratio for actions received in exchange
09
- Fractional shares received
10
- Predecessor CUSIP number (if applicable)
11
- Post-deal CUSIP number (if applicable)
12
Calculate and enter the total number of actions exchanged or redeemed.
13
Complete the remaining sections of the form, including the certification by an authorized signatory.
Who needs o 8937 of actions?
01
Various entities and individuals may need to file Form 8937 of actions. These include:
02
- Corporations that undergo actions such as stock splits, stock dividends, or corporate reorganizations.
03
- Shareholders or investors who receive actions as a result of corporate actions.
04
- Tax professionals or advisors who handle the tax reporting and compliance for the entities involved in the actions.
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What is o 8937 of actions?
O 8937 of actions refers to form 8937, which is used to report organizational actions that affect the basis of securities.
Who is required to file o 8937 of actions?
The issuer of the securities is required to file form 8937 of actions.
How to fill out o 8937 of actions?
Form 8937 can be filled out electronically or by mail following the instructions provided by the IRS.
What is the purpose of o 8937 of actions?
The purpose of form 8937 is to report organizational actions that have an impact on the basis of securities.
What information must be reported on o 8937 of actions?
Form 8937 must include details of the organizational action, the impact on the basis of securities, and any other relevant information.
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