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Fmm8937Report of Organizational Actions Affecting Basis of Securities December 2011)Department of the Treasury Internal Revenue ServiceCI0MB No. 15452224 See separate instructions. Reporting Issuer1

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How to fill out form 8937 - report

01

Obtain form 8937 from the IRS website or from a tax professional.

02

Fill in the taxpayer identification number (TIN) of the person or organization preparing the form.

03

Provide the TIN of the issuer of the stock for which the form is being filed.

04

Include details of the stock being reported, such as the number of shares held, date of acquisition, and basis of the stock.

05

Sign and date the form before submitting it to the IRS.

Who needs form 8937 - report?

01

Any issuer of a specified security who undergoes an organizational action that affects the basis of the security needs to file form 8937.

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What is form 8937 - report?

Form 8937 is used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 - report?

The issuer of a security is required to file form 8937.

How to fill out form 8937 - report?

Form 8937 must be filled out with information regarding the organizational actions and their impact on the basis of securities.

What is the purpose of form 8937 - report?

The purpose of form 8937 is to report organizational actions that affect the basis of securities to the IRS.

What information must be reported on form 8937 - report?

Form 8937 requires information on the organizational action, the impact on the basis of securities, and the calculations supporting the reported amounts.

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