Form preview

Get the free IRS Form 8937 - cloudfront.net

Get Form
8937Form (December 2017) Department of the Treasury Internal Revenue ServiceReport of Organizational Actions Affecting Basis of Securities OMB No. 15450123 See separate instructions.RTCG Issuer 1
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign irs form 8937

Edit
Edit your irs form 8937 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your irs form 8937 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing irs form 8937 online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps below to benefit from the PDF editor's expertise:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit irs form 8937. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.
With pdfFiller, dealing with documents is always straightforward. Try it right now!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out irs form 8937

Illustration

How to fill out irs form 8937

01
Gather all necessary information such as company name, CUSIP number, and description of the corporate action.
02
Carefully review the instructions provided by the IRS for completing Form 8937.
03
Fill out the form accurately, making sure to include all required details.
04
Double-check the information provided before submitting the form to the IRS.

Who needs irs form 8937?

01
Companies or corporations that have undergone a corporate action such as a merger, acquisition, or stock split are required to fill out IRS Form 8937.
02
This form is used to report organizational actions that affect the tax basis of securities held by shareholders.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.1
Satisfied
54 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The pdfFiller Gmail add-on lets you create, modify, fill out, and sign irs form 8937 and other documents directly in your email. Click here to get pdfFiller for Gmail. Eliminate tedious procedures and handle papers and eSignatures easily.
You certainly can. You can quickly edit, distribute, and sign irs form 8937 on your iOS device with the pdfFiller mobile app. Purchase it from the Apple Store and install it in seconds. The program is free, but in order to purchase a subscription or activate a free trial, you must first establish an account.
With the pdfFiller Android app, you can edit, sign, and share irs form 8937 on your mobile device from any place. All you need is an internet connection to do this. Keep your documents in order from anywhere with the help of the app!
IRS Form 8937 is the Report of Organizational Actions Affecting Basis of Securities. It is used by organizations to report changes in the tax basis of securities due to actions like stock splits or mergers.
Organizations that affect the basis of securities must file IRS Form 8937. This typically includes corporations that have made organizational actions affecting their stock.
To fill out IRS Form 8937, organizations must provide information about the organizational action, such as the type of action taken, the date, and how it affects the basis of its securities. The form must be completed in accordance with IRS instructions.
The purpose of IRS Form 8937 is to inform shareholders and the IRS about organizational actions that may affect the tax basis of their securities, ensuring proper tax reporting.
IRS Form 8937 requires information such as the issuer's name, the type of organizational action, the date of the action, details on how the action affects the basis of securities, and any relevant dates and amounts.
Fill out your irs form 8937 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.