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1:ffl1jForm 8937 (Rev. 122011)17Page2Organizational Action (continued)List the applicable Internal Revenue Code section(s) and subsection(s) upon which the tax treatment is basedInternal Revenue Code
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How to fill out form 8937 - rev
How to fill out form 8937 - rev
01
Obtain Form 8937 - rev from the IRS website or request a copy from the issuer of the related securities.
02
Review the instructions provided with the form to ensure you have all necessary information and documentation.
03
Fill out all required sections of the form accurately and completely.
04
Submit the completed form to the IRS by the specified deadline.
Who needs form 8937 - rev?
01
Form 8937 - rev is required to be filed by issuers of specified securities when there is an organizational action that affects the tax basis of the securities held by shareholders.
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What is form 8937 - rev?
Form 8937 - rev is a tax form used to report organizational actions that affect the tax basis of a specified security.
Who is required to file form 8937 - rev?
Any corporation or entity that receives corporate actions that affect the tax basis of a specified security is required to file Form 8937 - rev.
How to fill out form 8937 - rev?
Form 8937 - rev should be filled out by providing detailed information about the organizational action that affected the tax basis of the security, including the date of the action, description of the action, and the impact on the tax basis.
What is the purpose of form 8937 - rev?
The purpose of form 8937 - rev is to report organizational actions that affect the tax basis of specified securities to the IRS and the investors.
What information must be reported on form 8937 - rev?
Form 8937 - rev must include information about the organizational action, the date of the action, a description of the action, and the impact on the tax basis of the security.
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