Get the free Form 8937 (12-2017)

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman See separate instructions. Reporting Issuer1 Issuer\'s

How to fill out form 8937 12-2017

How to fill out form 8937 12-2017

1. To fill out form 8937 12-2017, follow these steps:
2. Download form 8937 12-2017 from the official IRS website.
3. Read the instructions carefully before filling out the form to ensure accuracy.
4. Provide the required information in the designated fields, such as the name of the issuer, CUSIP number, date of the organizational action, and description of the action.
5. Calculate the adjusted basis and fair market value of the securities involved in the organizational action.
6. Complete any additional sections or schedules if applicable, such as Section 2 for adjustments to the transaction's tax basis.
7. Double-check all the entered information for accuracy and completeness.
8. Sign and date the completed form.
9. Keep a copy of the filled-out form for your records.
10. Submit the form to the IRS according to the instructions provided.

Who needs form 8937 12-2017?

1. Form 8937 12-2017 is needed by issuers of specified corporate actions, such as certain organizational actions, restructurings, or acquisitions. It is used to report the actions to the Internal Revenue Service (IRS) and to the affected holders of securities.
2. Additionally, individuals and entities who hold securities affected by the specified corporate actions may also need form 8937 12-2017 to determine the tax consequences of the actions.

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What is form 8937 12?

Form 8937 is used by corporations to report organizational actions related to the tax treatment of securities and to inform shareholders of the impact on their tax liabilities.

Who is required to file form 8937 12?

Corporations that undergo organizational actions that affect their securities and want to provide information to their shareholders are required to file Form 8937.

How to fill out form 8937 12?

To fill out Form 8937, corporations must provide specific details about the organizational action, the type of securities affected, and any resulting tax consequences for shareholders.

What is the purpose of form 8937 12?

The purpose of Form 8937 is to inform shareholders about organizational actions that may affect the tax treatment of their stock holdings, ensuring they have the necessary information for accurate tax reporting.

What information must be reported on form 8937 12?

Information that must be reported on Form 8937 includes details of the organizational action, the date of action, descriptions of the securities involved, and any tax implications resulting from the action.