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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017)Department of the Treasury Internal Revenue Service See0MB No. 15450123separate instructions. Reporting Issuer
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How to fill out form 8937 - general
01
Obtain form 8937 from the IRS website or your tax professional.
02
Fill in your name, address, and taxpayer identification number.
03
Provide information about the security being reported, including quantity and description.
04
Determine the applicable section under which the form is being filed.
05
Complete any additional required information, such as basis and fair market value.
06
Sign and date the form before submitting it to the IRS.
Who needs form 8937 - general?
01
Any taxpayer who has engaged in a corporate action that resulted in an adjustment to the tax basis of their security holdings, such as a merger, acquisition, or spin-off.
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What is form 8937 - general?
Form 8937 - general is a document used to report organizational actions that affect the tax basis of a security.
Who is required to file form 8937 - general?
Corporations and other issuers of securities are required to file form 8937 - general.
How to fill out form 8937 - general?
Form 8937 - general must be filled out by providing information about the organizational action, the securities involved, and the tax implications.
What is the purpose of form 8937 - general?
The purpose of form 8937 - general is to report organizational actions that may affect the tax basis of securities.
What information must be reported on form 8937 - general?
Information such as the name of the issuer, the date of the organizational action, the description of the action, and the tax implications must be reported on form 8937 - general.
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