Get the free Merger Form 8937

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Reporting Issuer OMB No. 15450123See separate instructions.1

How to fill out merger form 8937

How to fill out merger form 8937

1. Obtain a copy of IRS Form 8937 from the IRS website or your tax advisor.
2. Fill in the identifying information at the top of the form, including the name of the corporation, the date of the transaction, and the total number of shares involved.
3. Provide a description of the transaction and the tax consequences for shareholders.
4. Complete the rest of the form as instructed, making sure to include all required information and signatures.
5. Submit the completed form to the IRS and distribute copies to shareholders as required by law.

Who needs merger form 8937?

1. Any corporation that undergoes a merger or acquisition that results in an exchange of stock, securities, or property with its shareholders will need to fill out and file Form 8937.

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What is merger form 8937?

Merger form 8937 is a tax form used to report an organizational action that affects the basis of securities held by shareholders.

Who is required to file merger form 8937?

The corporation or entity that is a party to a corporate reorganization event must file merger form 8937.

How to fill out merger form 8937?

Merger form 8937 must be filled out with detailed information regarding the organizational action, including the names and addresses of the parties involved, the date of the action, and the tax implications.

What is the purpose of merger form 8937?

The purpose of merger form 8937 is to provide shareholders with information necessary to correctly calculate their tax basis in the securities they hold.

What information must be reported on merger form 8937?

Information such as the name and address of the corporation, identifying information for the securities involved, the date of the organizational action, and any tax implications must be reported on merger form 8937.