Get the free Form 8937 Report (Substantial Issuer Bid) - West Fraser
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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Service :r., ....0 MB No. 15450123See separate instructions. Reporting
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How to fill out form 8937 report substantial
How to fill out form 8937 report substantial
01
Obtain the necessary forms and instructions for Form 8937.
02
Fill out the required information, including the issuer's name, EIN, description of the organizational action, tax year, and other relevant details.
03
Provide the information regarding the amount and type of the organizational action that triggered the reporting requirement.
04
File the completed form with the IRS by the specified deadline, typically within 45 days after the organizational action occurs.
Who needs form 8937 report substantial?
01
Any issuer of a specified security that undergoes an organizational action that affects the basis of the security holder needs to file Form 8937 to report the substantial changes.
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