Get the free Form 8937 (Rev. December 2011) - Harry and David

Form (December 2011) Department of the Treasury Internal Revenue Service 8937 Report of Organizational Actions Affecting Basis of Securities See separate instructions. OMB No. 1545-2224 Part I Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev december:

1. Obtain the form: Start by obtaining a copy of form 8937 rev december. This form can usually be found on the official website of the Internal Revenue Service (IRS) or by contacting the IRS directly.
2. Review the instructions: Read through the instructions provided with the form carefully. These instructions will provide guidance on how to complete each section of the form accurately.
3. Enter the taxpayer information: Begin by entering your personal or business information as required on the form. This typically includes your name, address, taxpayer identification number (such as an Employer Identification Number or Social Security Number), and other relevant details.
4. Provide the applicable information: Fill out the rest of the form according to the specific details pertaining to the subject matter. For form 8937 rev december, this may involve reporting certain corporate actions, corporate ownership changes, or other events that may have tax consequences.
5. Attach supporting documentation: Depending on the circumstances, you may be required to attach supporting documentation to substantiate the information provided on the form. These documents could include stock purchase agreements, merger agreements, or other relevant records.
6. Double-check for accuracy: Review the completed form thoroughly to ensure that all information provided is accurate and complete. Mistakes or omissions could lead to delays or errors in processing.

Who needs form 8937 rev december:

1. Investors in certain corporate actions: Form 8937 rev december is typically required for investors who have been involved in specific corporate actions, such as mergers, acquisitions, spin-offs, or other similar transactions. These actions often result in potential tax consequences that need to be reported to the IRS.
2. Companies undergoing structural changes: Companies that have undergone significant structural changes, such as corporate reorganizations, corporate name changes, or changes in ownership structure, may also need to file form 8937 rev december. This allows them to report these changes to the IRS as required.
3. Compliance with tax regulations: Compliance with tax regulations is essential for both individuals and businesses. If you have been involved in any of the aforementioned corporate actions or other events with potential tax consequences, it is important to determine whether form 8937 rev december needs to be filed to fulfill your tax obligations and avoid penalties.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev December is a tax form that is used to report certain organizational actions that may affect the basis of the shares of corporate stock owned by shareholders.

Who is required to file form 8937 rev december?

The entity that undergoes an organizational action and affects the basis of corporate stock owned by shareholders is responsible for filing form 8937 rev December.

How to fill out form 8937 rev december?

To fill out form 8937 rev December, you need to provide information such as the name of the issuer, the type of organizational action, the date of the action, the number of shares affected, the description of the action, and the impact on the basis of the shares.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev December is to provide shareholders with information regarding organizational actions that may impact the basis of their shares for tax purposes.

What information must be reported on form 8937 rev december?

Form 8937 rev December requires reporting of various information such as the issuer's name, TIN/EIN, the type and date of the organizational action, the number of shares affected, the description of the action, and the impact on the basis of the shares.

When is the deadline to file form 8937 rev december in 2023?

The deadline to file form 8937 rev December in 2023 is typically the 45th day after the organizational action that affected the basis of corporate stock.

What is the penalty for the late filing of form 8937 rev december?

Penalties for late filing of form 8937 rev December may vary, so it is recommended to consult the IRS instructions or a tax professional for specific penalty amounts and details.

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