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This form is used to report organizational actions that affect the basis of securities for tax purposes. It includes details about the issuer, the contact information, and descriptions of the organizational
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How to fill out form 8937
How to fill out Form 8937
01
Obtain Form 8937 from the IRS website or your tax professional.
02
Identify the corporation that is making the distribution and enter its name in the appropriate box.
03
Provide the corporation's employer identification number (EIN) in the next box.
04
Enter the date the distribution was made.
05
Fill in the relevant information regarding the distribution, including the type of distribution and the reasons for it.
06
Complete the section detailing the amount of cash and other property received by shareholders.
07
Provide detailed computations supporting your figures in the appropriate sections.
08
Sign and date the form, certifying that the information provided is accurate.
Who needs Form 8937?
01
Any corporation that is making a tax-free distribution to its shareholders.
02
Shareholders receiving tax-free distributions may also need this form for their records.
03
Tax professionals assisting clients with investment or corporate tax matters.
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People Also Ask about
What is the penalty for failing to file information returns?
The penalty imposed under section 6721(a) for a failure to file timely or for a failure to include correct information will be $100 in lieu of $250 if the failure is corrected after the 30-day period described in paragraph (b)(1) of this section but on or before August 1 of the year in which the required filing date
What do I do with form 8937?
Purpose of Form 8937: Form 8937 is used to report organizational actions that may affect the basis of securities, such as stock splits, mergers, acquisitions, spin-offs, and other similar transactions. The form provides information to both the issuer of the securities and the holder or recipient of the securities.
What does 8937 mean?
File Form 8937 when an organizational action affects the basis of holders of a security or holders of a class of the security. For example, you must file Form 8937 if you make a nontaxable cash distribution to shareholders or if you make a nontaxable stock distribution to shareholders, including a stock split.
What is the penalty for filing Form 8937?
Failure-to-File Penalties. Issuers are subject to a penalty of $100 per Form, up to $1.5 million.
What is the penalty for failing to file a partnership return?
Failure to file partnership return The penalty is calculated by multiplying an inflation-adjusted amount ($235 for returns required to be filed in 2024) by the number of persons who were partners in the partnership throughout the tax year, for each month, not to exceed 12 months.
What is the penalty for not filing form 5471?
Ownership of foreign corporations Penalty Computation: You may be subject to a penalty of $10,000 for each failure to file a complete and correct Form 5471 by the due date.
What do I do with Form 8937?
Purpose of Form 8937: Form 8937 is used to report organizational actions that may affect the basis of securities, such as stock splits, mergers, acquisitions, spin-offs, and other similar transactions. The form provides information to both the issuer of the securities and the holder or recipient of the securities.
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What is Form 8937?
Form 8937 is a tax form used by issuers of certain corporate actions to report organizational actions affecting the basis of securities.
Who is required to file Form 8937?
Entities that engage in organizational actions, such as corporations or partnerships, that affect the basis of their securities are required to file Form 8937.
How to fill out Form 8937?
To fill out Form 8937, issuers must provide details about the organizational action, including the date of the action, the type of action, and any relevant financial details that affect the security's basis.
What is the purpose of Form 8937?
The purpose of Form 8937 is to inform shareholders and the IRS about organizational actions that can affect the tax basis of a taxpayer's securities.
What information must be reported on Form 8937?
Form 8937 must report the type of organizational action, the date of the action, the relevant financial details affecting basis, and the information required for calculating any adjustments to the basis of the securities.
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