Get the free Form 8937 (Rev. December 2011) - Baron Funds

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I ? See OMB No. 1545-2224 separate instructions. Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev December:

1. Start by obtaining the official form 8937 rev December from the Internal Revenue Service (IRS) website or through other reliable sources.
2. Read the instructions provided with the form carefully to ensure you have a clear understanding of the required information and how to complete each section accurately.
3. Begin by filling out the top section of the form, which includes the name of the issuer, the issuer's employer identification number (EIN), the issuer's address, and the date of the event triggering the requirement to file the form.
4. Move on to Part I of the form, where you will provide general information about the issuer, such as its legal name, EIN, address, and contact information.
5. In Part II, provide the details of the transaction or event that led to the requirement of filing form 8937. This includes the type of transaction/event, the date it occurred, and a brief description of the transaction/event.
6. Proceed to Part III, where you will provide information about the securities to which the transaction/event pertains. This includes the type and class of securities, CUSIP number (if applicable), and the number of shares outstanding before and after the transaction/event.
7. Complete Part IV, which requires you to provide any additional information required by the IRS for the particular transaction/event. This may include information about the tax consequences, legal opinions, or any other relevant details.
8. Sign and date the form in the designated spaces at the bottom, certifying that the information provided is true, correct, and complete to the best of your knowledge.
9. Keep a copy of the completed form for your records and submit it to the IRS as per the instructions provided, either electronically or by mail.

Who needs form 8937 rev December:

1. Issuers of specified corporate actions: Form 8937 rev December is primarily required by issuers of specified corporate actions. These actions could include stock splits, mergers, acquisitions, spin-offs, or any other event that has certain tax consequences. If you are an issuer and have undergone such transactions, you may need to file this form.
2. Shareholders and investors: While shareholders and investors do not necessarily need to fill out form 8937, it is important for them to be aware of its existence. The form provides crucial information regarding the tax implications of the corporate actions undertaken by the issuer. Shareholders and investors can refer to form 8937 to understand the tax consequences and make informed decisions.
3. Tax professionals and advisors: Tax professionals and advisors who assist issuers or shareholders in matters related to corporate actions should be familiar with form 8937 rev December. They may need to help clients in understanding the form, ensuring its accurate completion, and advising on the tax implications of specific transactions.

For pdfFiller’s FAQs

What is form 8937 rev december?

Form 8937 rev december is used by corporations to report organizational actions that affect the basis of their stock.

Who is required to file form 8937 rev december?

Corporations who have taken actions that impact the basis of their stock are required to file form 8937 rev december.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out by providing details of the organizational actions taken and their impact on the basis of the corporation's stock.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report organizational actions that affect the basis of a corporation's stock to the IRS.

What information must be reported on form 8937 rev december?

Form 8937 rev december requires information on the organizational actions taken, their impact on the basis of the stock, and other relevant details.

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