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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017)Department of the Treasury Internal Revenue Serviceman Reporting Issuers separate instructions.1 Issuer\'s name2
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How to fill out form 8937-corporate actions
How to fill out form 8937-corporate actions
01
Obtain Form 8937 from the IRS website or from the company issuing the corporate actions.
02
Enter the issuer's name, EIN, and address in Part I of the form.
03
Fill out the details of the corporate action, such as the date of the action, description of the action, and the number of shares involved.
04
Calculate and report any adjustments or basis allocations needed for tax purposes.
05
Sign and date the form before submitting it to the IRS and distributing copies to relevant parties.
Who needs form 8937-corporate actions?
01
Any corporation that has undergone corporate actions like stock splits, mergers, spin-offs, or acquisitions needs to file Form 8937 to report these events to the IRS and provide information to shareholders.
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What is form 8937-corporate actions?
Form 8937 is a tax form used to report corporate actions, including stock splits, mergers, and other significant events that affect the stockholder's basis in their shares.
Who is required to file form 8937-corporate actions?
Corporations and organizations that undertake specific corporate actions affecting shareholders are required to file Form 8937.
How to fill out form 8937-corporate actions?
To fill out Form 8937, provide details about the corporate action, including the type of action, the date, the number of shares involved, and the impact on shareholders' basis.
What is the purpose of form 8937-corporate actions?
The purpose of Form 8937 is to inform the IRS and shareholders about corporate actions that could affect the number of shares held and their tax basis.
What information must be reported on form 8937-corporate actions?
Form 8937 must report the type of corporate action, the date of the action, the number of shares affected, the old and new basis, and any other relevant details.
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