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DocuSign Envelope ID: E3613A90992142B2899813C06ED9B7688937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman
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How to fill out form 8937 - perspecta
How to fill out form 8937 - perspecta
01
Obtain form 8937 from the IRS website or request a copy from the issuer of the security.
02
Enter the issuer's name and identifying number at the top of the form.
03
Fill in the details of the deemed distribution or deemed exchange of the security.
04
Report any adjustments to the basis or deemed sales price of the security.
05
Sign and date the form before submitting it to the IRS.
Who needs form 8937 - perspecta?
01
Any taxpayer who has engaged in a deemed distribution or deemed exchange of a security issued by Perspecta.
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What is form 8937 - perspecta?
Form 8937 is used to report organizational actions that affect the tax basis of securities held by shareholders of Perspecta Inc.
Who is required to file form 8937 - perspecta?
Perspecta Inc. is required to file Form 8937 to report organizational actions affecting the tax basis of its securities.
How to fill out form 8937 - perspecta?
Form 8937 should be filled out by providing the required information such as the name of the issuer, type of organizational action, description of action and tax consequences.
What is the purpose of form 8937 - perspecta?
The purpose of Form 8937 is to report organizational actions that affect the tax basis of securities held by shareholders.
What information must be reported on form 8937 - perspecta?
Information such as the name of the issuer, type of organizational action, description of action, record date, and tax consequences must be reported on Form 8937.
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