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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 irs form 8937
How to fill out irs form 8937
01
Step 1: Gather all the necessary information and documents needed to fill out form 8937. This may include financial statements, asset details, and relevant tax forms.
02
Step 2: Review the instructions provided by the IRS for form 8937. These instructions provide detailed guidance on how to properly fill out the form.
03
Step 3: Start filling out the form by entering your taxpayer information such as your name, address, and taxpayer identification number.
04
Step 4: Provide a detailed description of the organizational actions or events that triggered the need to fill out form 8937. This may include stock splits, mergers, or other corporate actions.
05
Step 5: Calculate the fair market value of the securities involved in the organizational actions mentioned in step 4. This information should be reported accurately on the form.
06
Step 6: Follow the instructions to properly determine and report any gain or loss resulting from the organizational actions.
07
Step 7: Complete any additional sections or schedules as required by the IRS instructions for form 8937.
08
Step 8: Double-check all the information provided on the form to ensure accuracy and completeness.
09
Step 9: Sign and date the form before submitting it to the IRS.
10
Step 10: Make a copy of the filled-out form for your records before sending it to the IRS.
Who needs irs form 8937?
01
Various entities may need to fill out IRS form 8937, including:
02
- Corporations that have undergone certain organizational actions such as stock splits, mergers, acquisitions, or spin-offs.
03
- Mutual funds and investment companies that have made significant changes to their portfolios or fund structures.
04
- Partnerships or limited liability companies (LLCs) that have experienced changes in ownership or have undergone conversions.
05
- Trusts or estates that have engaged in relevant transactions.
06
- Any other entity or individual required by the IRS to report specific organizational actions.
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What is irs form 8937?
IRS Form 8937 is used to report organizational actions that affect the tax basis of securities.
Who is required to file irs form 8937?
Corporations, mutual funds, and other entities that engage in organizational actions that result in adjustments to the tax basis of their securities are required to file IRS Form 8937.
How to fill out irs form 8937?
To fill out IRS Form 8937, one must provide information such as the filer's details, description of the organizational action, statement of the securities affected, and calculation of the adjustments to tax basis.
What is the purpose of irs form 8937?
The purpose of IRS Form 8937 is to report organizational actions that may affect the tax basis of securities and ensure proper tax reporting.
What information must be reported on irs form 8937?
Information such as the filer's details, description of the organizational action, statement of the securities affected, and calculation of the adjustments to tax basis must be reported on IRS Form 8937.
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