Get the free irs form 8937 fillable form

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

How to fill out irs form 8937 form

How to fill out irs form 8937 form:

1. Begin by entering the company's name and employer identification number (EIN) in the designated sections of the form.
2. Provide the date and description of the organizational action that triggered the reporting requirement.
3. Fill in the total number of outstanding shares of stock or securities before and after the organizational action.
4. Specify the fair market value per outstanding share or security immediately before and after the organizational action.
5. Determine the amount of cash or other property distributed as part of the organizational action.
6. Calculate the deemed dividend amount, if applicable, by subtracting the basis of any stock or securities distributed from the fair market value.
7. Complete the remaining sections of the form, including the signature and date.
8. Attach any additional documentation required by the IRS, such as supporting schedules or statements.

Who needs irs form 8937 form:

1. Corporations and other entities that have undertaken an organizational action that affects the basis of stock or securities held by their shareholders.
2. Entities that have made certain non-pro rata distributions, such as stock splits or stock dividends.
3. Companies involved in mergers, acquisitions, or other reorganizations that result in changes to the basis of the stock or securities being distributed.
4. Entities that have redeemed or otherwise repurchased their own stock or securities.
5. Organizations required to report such actions under section 6045B of the Internal Revenue Code.

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What is irs form 8937 form?

IRS Form 8937 is used to report organizational actions, such as stock splits or mergers, that affect the basis of securities held by shareholders.

Who is required to file irs form 8937 form?

The issuer of the securities being affected by the organizational action is required to file IRS Form 8937.

How to fill out irs form 8937 form?

To fill out IRS Form 8937, the issuer must provide information about the organizational action, including details about the securities affected and the adjustments made to their basis.

What is the purpose of irs form 8937 form?

The purpose of IRS Form 8937 is to provide transparency and information to shareholders regarding the tax implications of organizational actions.

What information must be reported on irs form 8937 form?

Information that must be reported on IRS Form 8937 includes the issuer's identifying information, details of the organizational action, the securities affected, adjustments made to the basis, and any other relevant information.