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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman I See OMB No. 15450123separate instructions. Reporting
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How to fill out irs-form-8937-post-oak-bancshares-inc-2018pdf

01
Obtain a copy of IRS Form 8937 Post Oak Bancshares Inc. 2018 from the IRS website or from the issuer.
02
Fill out the taxpayer identification information at the top of the form.
03
Enter the name of the issuer (Post Oak Bancshares Inc.) and the details of the organizational action being reported.
04
Provide information on the number of shares exchanged, the amount of money paid, and any other relevant details.
05
Review the completed form for accuracy and ensure all required fields are filled out.
06
Sign and date the form before submitting it to the IRS.

Who needs irs-form-8937-post-oak-bancshares-inc-2018pdf?

01
Investors who have received shares of stock in Post Oak Bancshares Inc. as a result of an organizational action such as a merger, acquisition, or spin-off.
02
Taxpayers who need to report the exchange of shares or receipt of cash as part of their tax filing.
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This form is used to report organizational actions that affect the basis of securities held by shareholders of Post Oak Bancshares, Inc.
Post Oak Bancshares, Inc. is required to file this form with the IRS.
The form must be filled out with the details of the organizational actions and the impact on shareholder basis.
The purpose of this form is to provide information to shareholders regarding the impact of organizational actions on their basis in securities.
The form must include details of the organizational action, the date of the action, and the impact on the shareholder's basis.
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