Get the free Form 8937 (Rev. December 2011)

Form (December 2011) Department of the Treasury Internal Revenue Service 8937 Report of Organizational Actions Affecting Basis of Securities See separate instructions. OMB No. 1545-2224 Part I Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev december?

1. Begin by reviewing the instructions provided by the Internal Revenue Service (IRS) for form 8937 rev December. This will help you understand the purpose of the form and the specific requirements for filling it out correctly.
2. Gather all the necessary information and documentation required to complete form 8937 rev December, such as the relevant financial transactions or events that need to be reported.
3. Start filling out the form by entering the appropriate identification information in the designated fields, including the name of the issuer, the issuer’s employer identification number (EIN), and the date of the event triggering the need for the form.
4. Proceed to Part I of the form, where you will provide details about the issuer and its securities. This may include information such as the class of securities, the CUSIP number, and the trading symbol.
5. In Part II, report the organizational actions or events that require the filing of form 8937 rev December. This may include actions like stock splits, mergers, acquisitions, or other corporate restructuring events.
6. Complete Part III by providing specific details about each organizational action or event mentioned in Part II. This may involve documenting the date of the event, the number and type of securities involved, and any adjustments or tax consequences resulting from the event.
7. If there are additional organizational actions or events to report, continue with Part IV and provide the necessary information for each event.
8. Once you have completed all the relevant sections of the form, review your entries to ensure accuracy. Check for any errors or missing information that could affect the validity of the form.
9. Sign and date the completed form, certifying that the information provided is true and accurate to the best of your knowledge.
10. Keep a copy of the filled-out form for your records and submit the original form to the IRS as specified in the instructions.

Who needs form 8937 rev December?

1. Issuers of securities involved in organizational actions or events, such as stock splits, mergers, acquisitions, or restructurings, may need to file form 8937 rev December.
2. This form is necessary for the IRS to obtain information on these events and ensure that the appropriate tax consequences are applied.
3. Investors or taxpayers who are shareholders or holders of these securities may also require form 8937 rev December to accurately report their investments and any associated tax obligations.

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What is form 8937 rev december?

Form 8937 rev december is an information return used by issuers of specified securities to report organizational actions that affect the basis of the securities. These actions include stock splits, stock dividends, and other similar transactions.

Who is required to file form 8937 rev december?

Issuers of specified securities are required to file form 8937 rev december when they have organizational actions that affect the basis of the securities and meet the reporting requirements.

How to fill out form 8937 rev december?

To fill out form 8937 rev december, you need to provide detailed information about the issuer, the organizational actions, and the affected securities. This includes information such as the name and address of the issuer, the type of organizational action, the date of the action, and the number of affected securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to provide the IRS and investors with information about organizational actions that affect the basis of specified securities. This information helps ensure accurate reporting of capital gains and losses for taxpayers.

What information must be reported on form 8937 rev december?

Form 8937 rev december requires the reporting of information such as the name and address of the issuer, the type of organizational action, the date of the action, the number of affected securities, and the fair market value of the securities before and after the action.