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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman Ia See OMB No. 15452224separate instructions. Reporting
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01
Gather all required information such as the organization's name, employer identification number (EIN), and description of the organizational action.
02
Complete all sections of the form including the identification information, the details of the organizational action, and the supporting schedules.
03
Review the completed form for accuracy and ensure all information is filled out correctly.
04
File the form with the IRS by the due date specified in the instructions.

Who needs form 8937report of organizational?

01
Any organization that has undergone an organizational action, such as a merger, must fill out form 8937report of organizational.
02
This form is used to report to the IRS and shareholders details of the organizational action and its tax implications.
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Form 8937 is used to report organizational actions that affect the tax basis of securities.
Any corporation that is a party to an organizational action that affects the tax basis of its stock must file form 8937.
Form 8937 must be filled out with accurate information regarding the organizational action and its impact on the tax basis of securities. It should be filed electronically through the IRS website.
The purpose of form 8937 is to report organizational actions that affect the tax basis of securities to the IRS and shareholders.
The form must include details of the organizational action, the stock affected, the date of the action, the tax basis of the securities before and after the action, and other relevant information.
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