Get the free Instructions for Form 8937 (12/2017)Internal Revenue ServiceInstructions for Form 89...
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8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2017)
Department of the Treasury
Internal Revenue Serviceman BOMB No. 15450123See separate instructions. Reporting
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How to fill out instructions for form 8937
How to fill out instructions for form 8937
01
Obtain form 8937 from the IRS website or your financial institution.
02
Carefully read the instructions provided on the form.
03
Fill out all required fields on the form, providing accurate information.
04
Double-check your entries for errors or missing information.
05
Sign and date the form as required.
06
Submit the completed form to the appropriate entity as specified in the instructions.
Who needs instructions for form 8937?
01
Investors who have received stock in a corporate action such as a merger, acquisition, or spin-off need instructions for form 8937.
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What is instructions for form 8937?
Form 8937 is used to report the tax treatment of organizational actions, such as mergers, acquisitions, and stock reorganizations, affecting the basis of securities.
Who is required to file instructions for form 8937?
Any corporation, partnership, or trust that engages in an organizational action that affects the basis of its securities must file Form 8937.
How to fill out instructions for form 8937?
To fill out Form 8937, you need to provide information about the organizational action, including the type, date, and its effect on the security's basis, along with any necessary attachments.
What is the purpose of instructions for form 8937?
The purpose of Form 8937 is to inform the IRS and shareholders about changes in the basis of securities due to organizational actions, ensuring proper tax reporting.
What information must be reported on instructions for form 8937?
The form requires reporting details such as the name and EIN of the corporation, the description of the action, the applicable dates, and the effect on the basis and holding period of the security.
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