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UPDATED8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting
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Gather all necessary documents such as W-2 forms, 1099 forms, and investment statements.
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Double check all personal information and ensure it matches the information on file with the IRS.
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Fill out the required sections for securities, including information about stocks, bonds, and mutual funds.
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Fill out the necessary sections for taxes, including income, deductions, and credits.
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Who needs securities and tax information?

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Individuals who earn income from investments or trades in securities
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Individuals who are required to file taxes with the IRS
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Financial institutions and brokerage firms that need to report client transactions
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Securities and tax information refers to the documentation and reporting of financial securities transactions, as well as associated tax obligations. This information helps in the assessment of taxes on gains made from trading securities.
Individuals and entities that engage in the buying and selling of securities, such as stocks, bonds, and mutual funds, are generally required to file securities and tax information, especially if they have realized capital gains or losses.
To fill out securities and tax information, individuals must gather records of their transactions, calculate gains or losses, and report these figures using the appropriate tax forms, such as Form 8949 and Schedule D for U.S. taxpayers.
The purpose of securities and tax information is to ensure compliance with tax regulations by accurately reporting income generated from securities transactions and to facilitate the correct assessment of taxes owed.
Information that must be reported includes the date of acquisition and sale, the type of security, purchase and sale prices, resulting gains or losses, and any relevant adjustments or exclusions.
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