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Form8937Report of Organizational Actions Affecting Basis of Securities(December 2017) Department of the Treasury Internal Revenue ServiceiiiDreyfus3Funds,2 Issuers employer identification number (EIN)

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How to fill out form 8937 organizational actions

01

Gather all necessary information such as company name, tax identification number, CUSIP number, etc.

02

Identify the type of organizational action being reported, such as merger, acquisition, stock split, etc.

03

Fill out the appropriate sections of form 8937 with the required information for the specific organizational action.

04

Double check all entries for accuracy and completeness before submitting the form to the relevant tax authority.

Who needs form 8937 organizational actions?

01

Any corporation or organization that has undergone certain organizational actions, such as mergers, acquisitions, or stock splits, may need to file form 8937 to report these actions to the IRS.

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What is form 8937 organizational actions?

Form 8937 is used to report certain organizational actions that affect the tax basis of the holders of a specified security.

Who is required to file form 8937 organizational actions?

The issuer of a specified security is required to file form 8937 for certain organizational actions.

How to fill out form 8937 organizational actions?

Form 8937 must be filled out by providing information such as the name of the issuer, details of the organizational action, and the tax treatment.

What is the purpose of form 8937 organizational actions?

The purpose of form 8937 is to report organizational actions that impact the tax basis of security holders.

What information must be reported on form 8937 organizational actions?

Information such as the name of the issuer, description of the organizational action, and the tax consequences must be reported on form 8937.

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