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8937Report 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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What is form-8937-pdf?

Form 8937 is used to report organizational actions affecting the basis of securities. It is typically filed by an issuer to report adjustments to the tax basis of securities that arise from events like stock splits, dividends, or other corporate actions.

Who is required to file form-8937-pdf?

Issuers of securities are required to file Form 8937 if they undergo an organizational action that affects the basis of their securities.

How to fill out form-8937-pdf?

To fill out Form 8937, issuers need to provide information such as their name, address, and Employer Identification Number (EIN), along with detailed explanations of the organizational actions and their impact on the basis of the securities.

What is the purpose of form-8937-pdf?

The purpose of Form 8937 is to inform the IRS and shareholders about changes that may affect the tax basis of their investment in the issuer's securities, ensuring accurate tax reporting.

What information must be reported on form-8937-pdf?

Information that must be reported includes the type of organizational action, the date of the action, the number of shares affected, the old and new basis per share, and any relevant details that clarify the action taken.

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