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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15452224separate instructions. Reporting
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How to fill out 2013 form 8937 report
How to fill out 2013 form 8937 report
01
Gather all necessary information such as the issuer's name, employer identification number (EIN), and details of the organizational action being reported.
02
Fill out Part I of the Form 8937 with the issuer's information and details of the organizational action.
03
Make sure to provide the date of the organizational action, the details of the action (e.g. recapitalization, merger, or split), and any additional information required.
04
Complete Part II of the form with information about the security holders including their names, taxpayer identification numbers, and the number of securities they hold.
05
If necessary, attach additional sheets to provide information for more security holders.
06
Review the completed form for accuracy and completeness before submitting it to the IRS.
07
Submit the Form 8937 by the due date specified by the IRS.
Who needs 2013 form 8937 report?
01
Any issuer of a specified security that engaged in an organizational action that affects the basis of the security holder needs to file Form 8937 report for the year 2013.
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What is form 8937 report of?
Form 8937 is a report of organizational actions that affect basis of securities.
Who is required to file form 8937 report of?
The issuer of the securities is required to file form 8937.
How to fill out form 8937 report of?
Form 8937 should be filled out by providing relevant information about the organizational action that impacts the basis of securities.
What is the purpose of form 8937 report of?
The purpose of form 8937 is to report organizational actions that impact the basis of securities.
What information must be reported on form 8937 report of?
Information such as description of the organizational action, date of the action, and the impact on basis of securities must be reported on form 8937.
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