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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017)Department of the Treasury Internal Revenue Serviceman Reporting Issuers separate instructions.1 Issuer\'s name2
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How to fill out form 8937 report of
How to fill out form 8937 report of
01
Start by gathering all the necessary information and documents needed for filling out Form 8937. This includes information about the issuer of the stock, details about the corporate action that triggered the need for the form, and information about the stockholders.
02
Begin filling out the form by providing the issuer's name, address, and EIN (Employer Identification Number).
03
Proceed to provide details about the corporate action that occurred, such as the date of the action, the type of action (e.g., stock split, merger, acquisition), and any other relevant information.
04
Include information about the stockholders affected by the corporate action. This includes their names, addresses, and taxpayer identification numbers.
05
Calculate and include the fair market value of the stock before and after the corporate action.
06
Provide a detailed explanation of the methodology used to determine the fair market value.
07
Submit the completed Form 8937 to the Internal Revenue Service (IRS) within the designated deadline.
08
Keep a copy of the filled-out form for your records.
Who needs form 8937 report of?
01
Form 8937 is needed by corporations and issuers of securities who have undergone a corporate action that is subject to reporting requirements. This form is used to report organizational actions that affect the basis of securities, including stock splits, mergers, acquisitions, and other similar events.
02
Additionally, stockholders who receive stock as a result of a corporate action may also need the Form 8937 to correctly report their tax obligations and determine the basis of the acquired stock.
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What is form 8937 report of?
Form 8937 is a report of organizational actions affecting basis of securities.
Who is required to file form 8937 report of?
The issuer of a specified security is required to file form 8937 report.
How to fill out form 8937 report of?
Form 8937 should be filled out with information regarding the organizational actions that affect the basis of securities.
What is the purpose of form 8937 report of?
The purpose of form 8937 report is to report certain organizational actions that affect the basis of securities.
What information must be reported on form 8937 report of?
The form should include information such as the name of the issuer, CUSIP number of the security, and details of the organizational action.
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