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14Describe the organizational action and, if applicable, the date of the action or the date against which shareholders\' ownership is measured forth action I. Distributions to shareholders Died on:March

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How to fill out attachment to form 8937

01

Start by obtaining the Form 8937 from the IRS website or your tax advisor.

02

Fill out the general information section, including your name, address, and taxpayer identification number.

03

Provide details about the issuer of the security, such as their name, address, and employer identification number.

04

Describe the security being issued, including the type of security, CUSIP number, and issue price.

05

Include any additional information required, such as the date of the transaction and any adjustments to the basis of the security.

06

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

Who needs attachment to form 8937?

01

Any issuer of a specified security that undergoes an organizational action affecting the tax basis of the security needs to fill out and file Form 8937 with the IRS.

02

Investors who receive specified securities as a result of an organizational action may also need the attachment to form 8937 for their records and tax reporting purposes.

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What is attachment to form 8937?

Attachment to form 8937 is a document that provides additional details and supplemental information to be filed along with form 8937.

Who is required to file attachment to form 8937?

Anyone who is responsible for completing form 8937, such as issuers of specified securities or their agents, is required to file the attachment to form 8937.

How to fill out attachment to form 8937?

The attachment to form 8937 should be filled out by providing all the necessary details and information as per the instructions provided by the IRS.

What is the purpose of attachment to form 8937?

The purpose of attachment to form 8937 is to provide additional information that is not included on form 8937 and to ensure compliance with reporting requirements.

What information must be reported on attachment to form 8937?

The attachment to form 8937 must report details such as the issuer’s name, the CUSIP number of the specified security, the issue price, the date of the acquisition, and other relevant information.

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