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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

01

First, gather all relevant information about the securities being reported on the form.

02

Next, fill out Part I of the form, providing details such as the issuer name, CUSIP number, and description of the securities.

03

Then, complete Part II of the form, which requires information about the organizational actions that triggered the need for the form.

04

Lastly, review the completed form for accuracy and submit it to the appropriate parties by the deadline.

Who needs 2013 form 8937 report?

01

Any issuer of specified securities that undergoes an organizational action, such as a merger or acquisition, which results in an adjustment to the tax basis of those securities, needs to file a 2013 form 8937 report.

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What is form 8937 report of?

Form 8937 report is used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 report of?

Issuers of securities that have undergone organizational actions.

How to fill out form 8937 report of?

Form 8937 report must be filled out with detailed information about the organizational action and its impact on the basis of securities.

What is the purpose of form 8937 report of?

The purpose of form 8937 report is to provide shareholders with information on how organizational actions affect the basis of their securities.

What information must be reported on form 8937 report of?

Information such as the name of the issuer, type of securities, date of the organizational action, and calculations of the basis adjustments must be reported on form 8937.

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