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8937Report of Organizational Actions Affecting Basis of Securities 0. See separate instructions. Form (December 2011) Department of the Treasury Internal Revenue Service OMB No. 15452224MI Reporting
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How to fill out wwwirsgovforms-pubsabout-form-8937about form 8937 report

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How to fill out wwwirsgovforms-pubsabout-form-8937about form 8937 report

01
To fill out form 8937, follow these steps:
02
Download the form from the official IRS website (www.irs.gov/forms-pubs).
03
Fill in your name, address, and tax identification number in the designated spaces.
04
Provide the date of the corporate action or event that triggered the need for form 8937.
05
Describe the corporate action or event in detail, including any relevant stock splits, mergers, or acquisitions.
06
Calculate and report the amount of money or property received as a result of the corporate action.
07
Determine the tax implications of the corporate action, if applicable, and report any tax amounts owed.
08
Sign and date the form, then send it to the address specified in the instructions.
09
Keep a copy of the completed form for your records.

Who needs wwwirsgovforms-pubsabout-form-8937about form 8937 report?

01
Form 8937 is required for any corporation or entity that undergoes a specified corporate action, such as a stock split, merger, or acquisition.
02
Additionally, shareholders and investors who receive money or property as a result of these corporate actions may also need to report the details on form 8937.
03
Consult a tax professional or the IRS website for specific guidelines on who needs to file form 8937 in each situation.
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Form 8937 is used to report organizational actions that affect the basis of securities, specifically for corporate actions like stock splits or distributions.
Organizations that have taken actions affecting shareholders' basis in securities, such as corporations and other entities issuing stock.
Fill out Form 8937 by providing information about the organizational action, including the date, description, and the details of how it affects the basis of the securities.
The purpose of Form 8937 is to inform the IRS and shareholders about actions that impact the tax basis of securities held by shareholders.
Form 8937 must report details such as the type of organizational action, the date of the action, and how it affects the basis of the securities.
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