Get the free Form 8937 - Rev Split - Minnesota Tax-Exempt Fund - Signed.pdf
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Form 8937 (Rev. 122011)1:ffl1j 17Page2Organizational Action (continued)List the applicable Internal Revenue Code section(s) and subsection(s) upon which the tax treatment is basedInternal Revenue
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How to fill out form 8937 - rev
How to fill out form 8937 - rev
01
Gather all required information including company name, CUSIP number, stock exchange symbol, number of shares held, and purchase date.
02
Go to the IRS website and locate form 8937 - rev.
03
Fill out all sections of the form including issuer information, details of organizational action, and shareholder information.
04
Submit the completed form to the IRS following the instructions provided on the form.
Who needs form 8937 - rev?
01
Any corporation that has undergone an organizational action such as a merger, acquisition, or stock split where a shareholder's investment might be subject to tax implications.
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What is form 8937 - rev?
Form 8937 - rev is used to report organizational actions, such as certain corporate mergers or acquisitions, that affect the basis of publicly traded securities.
Who is required to file form 8937 - rev?
Any corporation that is a party to an organizational action that affects the basis of publicly traded securities is required to file form 8937 - rev.
How to fill out form 8937 - rev?
Form 8937 - rev should be completed by providing information about the corporation, the organizational action, and the affected securities.
What is the purpose of form 8937 - rev?
The purpose of form 8937 - rev is to report to the IRS and shareholders any changes in the basis of publicly traded securities due to organizational actions.
What information must be reported on form 8937 - rev?
Form 8937 - rev requires information such as the corporation's name, address, employer identification number, details of the organizational action, and the affected securities.
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