Get the free Form 8937 (Rev. December 2017) - Switch

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue ServicePart Ia SeeOMB No. 15450123separate instructions.Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev december

1. Obtain a copy of form 8937 rev December from the official IRS website or other authorized sources.
2. Fill in the required information about the issuer of the stock or securities being redeemed.
3. Provide details about the stock or securities being redeemed, including the CUSIP number, description, and quantity.
4. Include information about the tax year in which the redemption occurred and any additional relevant details.
5. Sign and date the form before submitting it to the appropriate tax authority.

Who needs form 8937 rev december?

1. Any issuer of stock or securities who has engaged in a significant corporate action, such as a redemption or acquisition, may need to fill out form 8937 rev December.
2. This form is required by the IRS to report certain corporate transactions that may have tax implications for shareholders.

For pdfFiller’s FAQs

How can I send form 8937 rev december for eSignature?

When you're ready to share your form 8937 rev december, you can send it to other people and get the eSigned document back just as quickly. Share your PDF by email, fax, text message, or USPS mail. You can also notarize your PDF on the web. You don't have to leave your account to do this.

How do I edit form 8937 rev december online?

pdfFiller not only lets you change the content of your files, but you can also change the number and order of pages. Upload your form 8937 rev december to the editor and make any changes in a few clicks. The editor lets you black out, type, and erase text in PDFs. You can also add images, sticky notes, and text boxes, as well as many other things.

Can I edit form 8937 rev december on an iOS device?

No, you can't. With the pdfFiller app for iOS, you can edit, share, and sign form 8937 rev december right away. At the Apple Store, you can buy and install it in a matter of seconds. The app is free, but you will need to set up an account if you want to buy a subscription or start a free trial.

What is form 8937 rev december?

Form 8937, titled 'Report of Organizational Actions Affecting Basis of Securities', is used to provide shareholders with information about organizational actions, such as stock splits or mergers, that affect the basis of their securities.

Who is required to file form 8937 rev december?

Entities such as corporations or partnerships that undergo organizational actions affecting the tax basis of their securities must file Form 8937.

How to fill out form 8937 rev december?

To fill out Form 8937, you need to provide details about the organizational action, including the description of the action, the date, the security affected, and how it impacts the tax basis. Follow the instructions provided by the IRS for accurate completion.

What is the purpose of form 8937 rev december?

The purpose of Form 8937 is to report organizational actions to the IRS and to inform shareholders about how those actions will affect the basis of their shares for tax purposes.

What information must be reported on form 8937 rev december?

Information required on Form 8937 includes the name of the issuer, the relationship of the issuer to the action, a description of the action, the date of the action, the security affected, and the tax implications for the shareholders.