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The Goldman Sachs Group, Inc. (GS Group) EIN 134019460 Attachment to Form 8937 Date of Organizational Action: March 29, 2022, The information contained herein does not constitute tax advice and does

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How to fill out greensky form 8937 attachment

01

Obtain form 8937 attachment from Greensky.

02

Fill in the required information such as the name of the issuer, tax identification number, date of original issue, and date of the change in tax status.

03

Enter the fair market value of the stock at the time of the change in tax status.

04

Include any additional information required by the form, such as the reason for the change in tax status.

05

Review the completed form for accuracy and sign and date where indicated.

06

Submit the form to the appropriate recipient as specified by Greensky.

Who needs greensky form 8937 attachment?

01

Any issuer of stock who has undergone a change in tax status that requires reporting to the IRS.

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What is greensky form 8937 attachment?

The GreenSky Form 8937 attachment is used to report corporate actions, such as stock mergers, exchanges, or other significant changes that may affect a security's tax status.

Who is required to file greensky form 8937 attachment?

Organizations that undergo qualifying corporate actions and need to report the tax implications for their shareholders are required to file the GreenSky Form 8937 attachment.

How to fill out greensky form 8937 attachment?

To fill out the GreenSky Form 8937 attachment, you need to provide details such as the type of action taken, dates of the action, description of the security, and information on any changes in ownership or tax implications.

What is the purpose of greensky form 8937 attachment?

The purpose of the GreenSky Form 8937 attachment is to inform shareholders and the IRS of the tax consequences related to corporate actions that may affect the ownership or value of securities.

What information must be reported on greensky form 8937 attachment?

Information that must be reported includes the type of corporate action, relevant dates, descriptions of the securities involved, the tax treatment of the transaction, and details on any adjustments to the basis of the securities.

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