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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017)Department of the Treasury Internal Revenue Serviceman Reporting Issuers separate instructions.2 Issuer\'s employer
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01
To fill out form 8937 report: 1. Start by entering your name, address, and identification number in the appropriate fields.
02
Provide a brief description of the transaction or event that triggered the reporting requirement.
03
Fill in the date of the transaction or event.
04
Include the total number of shares or units involved in the transaction.
05
Provide the applicable section of the Internal Revenue Code that requires the reporting.
06
Calculate the fair market value of the shares or units at the time of the transaction.
07
Complete any additional required fields specific to your situation or the nature of the transaction.
08
Double-check all the information entered for accuracy and completeness.
09
Sign and date the form.
10
Submit the completed form 8937 to the appropriate tax authority as instructed.

Who needs form 8937 report of?

01
Form 8937 report is needed by businesses or individuals who have engaged in transactions or events that trigger reporting requirements specified by the Internal Revenue Code.
02
For example, if you have undergone a significant corporate action such as a merger, acquisition, or stock split, you may be required to file form 8937 to report the details of the transaction to the tax authority.
03
It is important to consult with a tax professional or refer to the specific reporting guidelines from the tax authority to determine if you need to file form 8937 for your particular situation.
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Form 8937 is a report of organizational actions affecting basis of securities.
The corporation that takes an organizational action described in the form is required to file it.
Form 8937 must be filled out with information about the organizational action and its impact on the basis of securities.
The purpose of Form 8937 is to inform shareholders about the change in basis of securities due to an organizational action.
The form must include details about the organizational action, its date, description, and the impact on the basis of securities.
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