Form preview

Get the free IRS Form 8937 - United Wholesale Mortgage - Financials

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

How to edit irs form 8937 online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the services of a skilled PDF editor, follow these steps below:
1
Log in to account. Click on Start Free Trial and register a profile if you don't have one.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit irs form 8937. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
Dealing with documents is always simple with pdfFiller.

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
Obtain IRS Form 8937 from the IRS website or from your tax advisor.
02
Fill out the top section with your company's name, address, and employer identification number (EIN).
03
Enter the date of organization and state of organization in the appropriate fields.
04
Describe the organizational action in question, such as a merger or acquisition.
05
Provide details on the number of outstanding shares of stock before and after the action.
06
Calculate the adjustments to basis per share and any special considerations.
07
Sign and date the form before submitting it to the IRS.

Who needs irs form 8937?

01
Companies or corporations that have undergone organizational actions, such as mergers, acquisitions, or other changes that affect their stock basis, are required to fill out IRS Form 8937.
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
4.5
Satisfied
26 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.

As a PDF editor and form builder, pdfFiller has a lot of features. It also has a powerful e-signature tool that you can add to your Chrome browser. With our extension, you can type, draw, or take a picture of your signature with your webcam to make your legally-binding eSignature. Choose how you want to sign your irs form 8937 and you'll be done in minutes.
The pdfFiller app for Android allows you to edit PDF files like irs form 8937. Mobile document editing, signing, and sending. Install the app to ease document management anywhere.
On Android, use the pdfFiller mobile app to finish your irs form 8937. Adding, editing, deleting text, signing, annotating, and more are all available with the app. All you need is a smartphone and internet.
IRS Form 8937 is used to report the organizational actions that affect the basis of securities.
Corporations that have undergone certain organizational actions are required to file IRS Form 8937.
IRS Form 8937 must be filled out with the details of the organizational action and the impact it has on the basis of securities.
The purpose of IRS Form 8937 is to provide information on organizational actions that affect the basis of securities.
IRS Form 8937 requires reporting on the details of the organizational action and the impact it has on the basis of securities.
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.