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8937Form (December 2017) Department of the Treasury Internal Revenue Serviceman Report of Organizational Actions Affecting Basis of Securities See separate instructions. Reporting Issuer1 Issuer\'s
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How to fill out form-8937-report-of-organizational-actions-affecting

01
Obtain Form 8937: You can download the form from the IRS website or get a physical copy from an IRS office.
02
Fill in the required information: Make sure to provide accurate details about the organizational actions affecting your company.
03
Attach supporting documentation: Include any relevant documents that support the information provided on the form.
04
Review the completed form: Double-check the form for any errors or missing information before submission.
05
Submit the form: Send the completed Form 8937 to the IRS by the specified deadline.

Who needs form-8937-report-of-organizational-actions-affecting?

01
Companies or organizations that have undergone organizational actions such as mergers, acquisitions, or stock splits may need to fill out Form 8937 to report these changes to the IRS.
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Form 8937 is used to report organizational actions that affect the tax attributes of shareholders, such as issuances, redemptions, and reorganizations.
Corporations and other organizations that take organizational actions affecting their shareholders must file Form 8937.
To fill out Form 8937, provide the corporation's information, the date of the organizational action, the nature of the action, and the relevant tax impacts on shareholders.
The purpose of Form 8937 is to provide transparency to shareholders and the IRS regarding organizational actions that may affect the tax liability or attributes of the shareholders.
Information that must be reported includes the date of the action, the type of organizational action, any information affecting stock basis, and how the action impacts shareholders' tax situations.
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