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Prudential Financial, Inc.EIN: 223703799Attachment to Form 8937Report of Organizational Actions Affecting Basis of SecuritiesDisclaimer: The information contained in Form 8937 and this attachment

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How to fill out attachment to form 8937

01

Download form 8937 and the attachment form from the IRS website.

02

Fill out the required information on form 8937, including your company's name, address, and tax identification number.

03

Attach the completed attachment form to form 8937, making sure all required fields are filled in correctly.

04

Review the completed forms for accuracy and completeness before submitting them to the IRS.

Who needs attachment to form 8937?

01

Any company that has engaged in a corporate action that results in an organizational action requiring an adjustment to its stock basis needs to fill out attachment to form 8937.

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What is attachment to form 8937?

Attachment to form 8937 refers to any additional information or documentation that must be provided alongside the main form to report organizational actions affecting the basis of securities.

Who is required to file attachment to form 8937?

Entities such as corporations or partnerships that undergo organizational actions that impact the tax basis of their securities are required to file an attachment to form 8937.

How to fill out attachment to form 8937?

To fill out the attachment, provide detailed information about the organizational action, including dates, amounts, and the nature of the action, ensuring that it aligns with the requirements outlined by the IRS.

What is the purpose of attachment to form 8937?

The purpose of the attachment is to provide sufficient information to the IRS and affected shareholders regarding the tax implications of organizational actions, helping to determine the correct basis of the securities.

What information must be reported on attachment to form 8937?

The information reported must include details of the organizational action, the date it occurred, the type of action, and the effect on the security's basis, along with any other relevant financial figures.

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